01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

Investments

Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio.

Investments

Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio.

  • An investment needs thought, care and consideration
  • We will carefully discuss your needs and requirements and work with you, both now and over the coming years to make the most of your investments
  • Tax planning is an integral part of investment success and it is vital to look at the wide range of tax breaks available to you

We can help you build an investment strategy for:

  • Saving for school and education fees for your children
  • Investing a lump sum to provide an income
  • Investing a lump sum to grow your capital
  • Making the most of your existing savings and investments
  • Constructing an investment portfolio or reporting on an existing one
  • Making the most of the tax allowances - they are there for you to use
  • People wanting to choose an ethical or environmentally responsible approach to investment
  • Getting a good return from bank and building society deposits, a straightforward savings plan or a detailed wealth management service

Pensions

Everyone looks forward to a comfortable retirement. So, how can we help you to try to achieve it? Making the most of your existing plans or starting to save for the first time...
Find out More

Investment

Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio...
Find out More

Protection

A major concern for many clients is "what if something happens..?" Protecting yourself and your family in the event of the unexpected happening...
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Mortgages

If you are buying a new home or want to make sure that your existing mortgage is the best one for you. Buying your home is probably the most important investment you are likely to make and it is crucial that you organise your finance on the best terms to suit your individual circumstances...
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Get In Touch

RJS Financial Ltd
Castle Studios,
13 Lower Castle Street,
Abergavenny,
Monmouthshire NP7 5EE

Tel: 01873 857541
Email: info@rjsfinancial.co.uk

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