Not seeing the kind of returns you were promised? SGFM is able to advise on a range of products, thanks to our innovative investment know-how and intelligent market insights.

Here are some important things to consider when investing into your own future:

  • Studies show that those who invest small amounts of money early often tend to do better than those who wait until later in life
  • Understand your own investment goals. How much can you afford to invest each year? Where do you want to be in five, 10, or 15 years’ time? Are your goals realistic?
  • How will you diversify your portfolio? Consider cash deposits in banks and building societies, investment bonds, Unit Trusts, VCTs, EISs, and SEISs, as well as individual saving accounts (ISAs)
  • What are you willing to risk and how much can you afford to lose? SGFM can help identify what kind of investments you are willing to make and help protect you against market fluctuations
  • Are you interested in using third-party fund managers, who will manage your portfolio and choose which assets your funds should be invested in?
  • How often will you monitor your investment portfolio? It is recommended to frequently check in on your investment and subscribe to specialist outlets that deliver useful market insights

Why more and more people are using SGFM to advise them on investments and savings

The value of your investment can go down as well as up, and you may get back less than you originally invested.

We get you to where you want to be though smart strategising and achievable goals.

Our investment advice is backed up by outstanding market insights and is delivered by leading investment advisors. We help you diversity your portfolio so that it is shielded from any single market fluctuations.

We take the time to get to know you and your current financial circumstances. We look at your existing arrangements and what you hope to achieve in the future. We then give you as much, or as little, independent investments and savings advice as you want or need.

As part of the Smailes Goldie Group, we are able to offer you truly independent, cost-efficient advice, using the whole of the market to achieve your financial goals.

Request a call back!

At Smailes Goldie Financial Management, you can now ask an experienced advisor to call you back at a time that suits you. Simply fill in the form below, and we’ll endeavour to get back to you.