Investments are designed to be held for a longer term, usually at least five years. It is important to be comfortable with committing your funds for a period of time, in addition to having accessible savings alongside any investments.
The advisers at M B Financial Planning can help with several investment options, including:
We offer our savings & investment service to clients in Dunbartonshire, Glasgow, Edinburgh and further afield. To find out if we can assist you, contact us today.
When planning your finances, it is important to distinguish between bank deposits and investments.
Bank deposits are generally savings that can be accessed relatively quickly. These are often for a specific need or purchase, such as a holiday, new car or cash set aside to meet any unexpected emergency over the next few years e.g. home maintenance.
At M B Financial Planning, we are here to ensure you can achieve both your short- and long-term financial goals.