Investments

Whatever the amount and whatever your circumstances, reliable wealth management advice and creating the right investment strategy are crucial elements in helping to secure your future financial goals. Whether you are looking to invest for income or growth, accumulate wealth to pass on to future generations, be able to support family during your lifetime or perhaps a combination of these, in order to make the most of your wealth, it is likely that you will need some sort of investment plan.

Grech Wealth Management fully understands that we are all different and our investment goals and risks are not the same. We spend time with our clients getting to know them and adapt with their future changes. We provide bespoke plans for each individual using our extensive experience to achieve our client’s goals.

Savings are an important part of everyone’s future plans, whether you are saving for the short, medium or long term it’s important to have a plan in place and to review that plan on a regular basis.

We can help with a range of financial products tailored to your investment needs that may include:

• ISAs
• Investment Bonds
• Unit Trusts
• OEIC
• Investment Trusts
• VCTs and much more.

Grech Wealth Management takes pride in our ongoing commitment to our clients. Once we arrange your portfolio we continue to review it on a regular basis to ensure it adapts to changes in your circumstances and attitude to investment risk, as well as with changes in the wider economy, stock markets and your individual funds so that your financial objective are going to be achieved.

A financial adviser can play a key role by providing advice on a full range of wealth planning strategies, regular reviews and adapting to change. All these plus more can make the difference in achieving your goals.

For help and advice in relation to investment planning, please do not hesitate to contact us.

Risk Statements

EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

The value of Investments can fall as well as rise, you may get back less than you invested.

Grech Wealth Management is a trading style of Fowler Wealth Management Ltd which is an appointed representative of
Clarity Wealth Management which is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate Tax Planning and some Buy to Let Mortgages

Fowler Wealth Management Ltd: Registered in England & Wales, No. 12188526. Registered address: Suite 2, 4 The Limes,
Ingatestone Essex, The Limes, Ingatestone, England, CM4 0BE