Investment Planning

Using investment strategy to help make your money match your financial ambitions.

How do you start investing? Preparing an investment plan can seem intimidating, especially if you’re not sure what type of investments are right for you! Our Derby based financial planners work with clients across the UK to offer advice on everything from mutual funds and the stock market to Junior ISAs and savings accounts that work for you. With the right advice tailored to your individual circumstances, you can achieve your financial goals.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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Investment Planning Tailored To Your Needs

Are you ready to start investing? Here's how Rhodes Wealth Management Can Help

You want to make sure that your money is working for you. More people than ever are now looking at the possibilities of investing for income, but it takes careful financial planning to make this a reality. Investing for income means carefully choosing investments that will deliver you a steady income stream.

Fixed income investing is incredibly popular with those who have begun retirement planning. It helps ensure a steady income stream, alongside your private pension and helps preserve your wealth. Our financial advisors will help create an investment plan that will help you manage your financial resources in a way that benefits you and your family.

The right investment plan involves a diversified portfolio that is able to manage the peaks and troughs of the stock market. Whether you want to be involved in choosing every single investment or just want to cherry-pick a few stocks and let our team make the decisions, we’ll take the stress out of portfolio management.

The perceived daily maintenance in having an investment account can put off many potential investors. Rhodes Wealth Management’s financial planners will take this stress away and give you the tools you need for successful investing. By understanding your risk appetite and values, we can offer tailored financial advice and adjust to the market.

At the moment, interest rates remain incredibly low and standard savings accounts won’t even keep up with inflation. That means while you’re diligently saving, you’re actually losing money.

There is a range of ISA’s available from a stocks and shares ISA and help to buy ISA to a Junior ISA for parents who want to prepare their child’s financial future. You can use ISA’s as part of your investment planning to make sure your money is keeping up with the market.

ISA’s are a great introduction to investment planning and can help you steadily achieve your financial goals. Our financial advisors will help you understand what an ISA is, the best ISA rates, and the ISA account that’s right for you.

One of the most important parts of an investment plan is to make sure that it’s reviewed and updated where necessary. Our team will look at all areas of your financial planning, alongside your investment planning, to ensure we can offer tax-efficient financial advice.

There are many allowances, such as your ISA annual allowance, and tax-advantageous investment solutions. We’ll make sure you know what’s available to you so you can make the most of your money. We don’t use complex jargon, we just create a solid investment plan that fits how much risk you’re willing to take, and takes advantage of all the options you have.

Working with Rhodes Wealth Management, you’ll always have a full understanding of the investment planning options available and how they can help you with your financial goals.

One of the most important parts of investment planning is understanding how to effectively use your money. The current ISA annual allowance is £20,000 and with increased flexibility around using this for cash ISAS and other investments, it’s essential you make the most of your annual allowance.

You can contact us for a no-obligation consultation where an experienced financial advisor will walk you through all available opportunities. We can conduct consultations via phone or in-person at our Derbyshire office in beautiful Ashbourne.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

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