INVESTMENTS & TAX PLANNING
Grow your money. Keep more of what it makes.
Not tips or trends. A considered approach built around your goals, your timescale, and how much risk is right for you, with tax kept in mind at every step.
INVESTMENTS & TAX PLANNING
Grow your money. Keep more of what it makes.
Not tips or trends. A considered approach built around your goals, your timescale, and how much risk is right for you, with tax kept in mind at every step.
INVESTMENTS & TAX PLANNING
Grow your money. Keep more of what it makes.
Not tips or trends. A considered approach built around your goals, your timescale, and how much risk is right for you, with tax kept in mind at every step.
A considered plan
A considered way to grow your money, and keep more of it
A considered way to grow your money, and keep more of it
Investing well is less about picking winners than about having a clear strategy and sticking to it, year after year.
Investing well is less about picking winners than about having a clear strategy and sticking to it, year after year.
The right approach depends on what you are investing for, how long you have, and how you feel about the ups and downs. Tax is part of the same job, because where you hold your investments, which allowances you use and how you draw money out all affect what you keep. And because we are independent, our advice is not tied to any provider.
The right approach depends on what you are investing for, how long you have, and how you feel about the ups and downs. Tax is part of the same job, because where you hold your investments, which allowances you use and how you draw money out all affect what you keep. And because we are independent, our advice is not tied to any provider.
What people come to us about
The questions behind the plan.
The questions behind the plan.
Most people arrive with one of these three. Any of them is a good place to start.
Most people arrive with one of these three. Any of them is a good place to start.
Putting money to work
“I’ve got money sitting in cash and it’s doing nothing at all.”
We work out what needs to stay within reach, and what the rest could sensibly be doing instead.
Putting money to work
“I’ve got money sitting in cash and it’s doing nothing at all.”
We work out what needs to stay within reach, and what the rest could sensibly be doing instead.
Using your allowances
“Am I paying more tax on this than I actually need to?”
ISAs, pensions and the allowances most people leave unused, applied in the right order for you.
Using your allowances
“Am I paying more tax on this than I actually need to?”
ISAs, pensions and the allowances most people leave unused, applied in the right order for you.
Reviewing what you hold
“I’ve inherited a portfolio and I don’t understand any of it.”
We go through everything you hold, explain it plainly, and say what is genuinely worth keeping.
Reviewing what you hold
“I’ve inherited a portfolio and I don’t understand any of it.”
We go through everything you hold, explain it plainly, and say what is genuinely worth keeping.
What happens next
From first conversation to a plan that works.
From first conversation to a plan that works.
The same four steps whatever you come to us about. Select one to see what it involves.
The same four steps whatever you come to us about. Select one to see what it involves.
1
A first conversation
A first conversation
No charge, no commitment
We start with a conversation rather than a form. Tell us where you are and what has prompted you to think about planning, and we will tell you honestly whether we think we can help, and how.
Nothing to prepare and nothing to bring
An honest answer on whether we can help
Watch & learn
Guidance you can watch
Guidance you can watch
Short explainers from our planners on the things that matter most here.
Short explainers from our planners on the things that matter most here.
Are you investing in the most suitable manner?
How we match your investments to your goals, timescale and appetite for risk.
6:38
Are you making the most of your money?
Where money quietly sits idle, and the simple changes that put it to work.
Questions, answered
A clear answer, before you need it.
Free guide
Take the thinking away with you.
Take the thinking away with you.
A plain-English guide written by our planners. No jargon, and nothing you have not asked for.
A plain-English guide written by our planners. No jargon, and nothing you have not asked for.
See more guides
PDF ·
12 pages
ISAs, explained
What an ISA actually is, which type does what, and the handful of choices that decide whether yours works.
The five types, and who each one suits
Cash or invested, settled by one question
How the allowance really works, and ISA versus pension
Get in touch
Want your investments working to a plan?
Speak to an independent planner about an approach built around your goals.
Get in touch
Want your investments working to a plan?
Speak to an independent planner about an approach built around your goals.
Get in touch
Want your investments working to a plan?
Speak to an independent planner about an approach built around your goals.
Finance made personal.
Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.
Finance made personal.
Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.
Finance made personal.
Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.