Investments

Whether it’s because you’ve won money on the lottery or built up a tidy nest egg by saving on a regular basis, your money should be wisely invested so that its spending power is protected for the future. Leaving large amounts of money on deposit in banks or building societies may not be the long-term answer.
Although this might be seen as the traditional ‘safe haven’, recent years have seen interest rates being reduced sharply and deposit accounts are unlikely to be retaining the spending power of your money in line with inflation.

Equity Related Investments

Many people recognise that to achieve better long-term protection for their money against the effects of inflation, it is often worth considering ‘equity’ related investments.
You could gain access to the ‘equity’ markets either directly through buying shares or indirectly by investing in investment products like Unit Trusts, Investment Trusts or maybe even a Life Assurance policy.
At Next Chapter Financial Planning our understanding of clients needs is at the heart of every element of our approach. To that end, our portfolios reflect the collective objectives and goals of our clients, with tax efficiency and financial security at the forefront of everything we do.

If you are considering ‘equity’ related investments it is important to remember that the value of your investment and the income generated from it may fall as well as rise and that there is no guarantee you will get back more than you invested.

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Next Chapter Financial Planning Limited is authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under reference 912906. Our registered office address is The Old Forge, 3 Packman Lane, Kirk Ella, Hull, HU10 7TH. Registered in England and Wales, Company Number 12075452. The information contained in this website should not be looked upon as advice or recommendation. Clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed / investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website - financial-ombudsman.org.uk. The Next Chapter Financial Planning Limited website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. Investors who are resident in or citizens of countries other than the UK may be subject to local restrictions.