Savings and Investment Management
Short or Long Term – Could Your Investments be Working Harder?
There are lots of options available from short to long term savings vehicles, and investment vehicles which can also be used for tax planning.
The choices and recommendations made are bespoke to each and every circumstance and will be built as a discussion with you, taking into consideration your plans, requirements and risk profiles.
All of this is done with you and only you in mind. We have many different solutions to recommend, so will always choose the best options for you and review those regularly.
Kate Gannon has advanced qualifications in this specialty area, to support and complement the knowledge of the team.
If you would like to find out more about how Themis could help with your Savings and Investments, or our other wealth management services, do get in touch.
We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.
For our investment management services, we have partnered with PortfolioMetrix. This short video explains how the partnership between PortfolioMetrix and your Financial Adviser at Themis works.