Investment Planning

 

Whether you’re an experienced investor or a new investor, here at BCM Wealth Management, we want to help you achieve your investment dreams. With more than 10 years of investment advice experience, we can help you reach your investment goals by providing you with a complete, made-to-measure approach to meet your personal investment objectives.

One of our core aims is to provide you with all of the information, guidance, and advice to help you make an informed decision. This is what sets us apart; we are determined to help you to grow your investments and meet your objectives.

investment-planning-with-client

Solutions we offer:

Income Investment

With a variety of options available, we will work together to decide on the most effective investment strategy to meet your objectives.

Building Portfolios For Growth And Income

For those clients who are open to taking a higher level of risk, we will help you to build an investment portfolio to generate growth or build an income for the future.

ISAs

ISAs (Individual Savings Accounts) offer the opportunity for stable growth, in a tax efficient wrapper.

Junior ISA

If you’re thinking of starting a nest egg for your child, this is a great option that will allow them to take control later in life.

Investment Bonds

An Investment Bond is a flexible investment solution, providing you with a simple route to

invest a lump sum for the medium to long term.

Unit Trusts

Unit Trusts are a medium-long term investment option with a view to generating capital growth and/or an income. 

Offshore and UK-based Investment Bonds

We will discover whether either of these investment plans would be appropriate for mid- to long-term growth of your fund. 

Discretionary Fund Management*

We will take time to build your portfolio of investments to represent your unique investment objectives. Click here to read more about our Discretionary Fund Management service.

BCM Wealth Management will always ensure that you make informed investment decisions, as our clients’ interests always come first. Our business is built on compassion and trust, and we always want the best outcome for our clients. We will work with you to help ensure your investment objectives are met, no matter what your level of investment experience is.

Pop into our Stamford office on Ironmonger Street or give us a call on 01780 437 500 and speak to one of our friendly team for more information on investment planning.

The value of an investment with St. James’s Place is immediately influenced by the performance of the funds selected. The value of your investments can go up and down, and as such you could get back less than you invested

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

*Available through Rowan Dartington, the chosen fund management and stockbroking division of St. James’s Place Wealth Management.