Savings and Investments

You may be considering a new investment or wondering if your existing portfolio is working for you. Investment is crucial to all parts of your financial plan, either for short term “emergency funding”, a medium term savings plan for your children’s education, or a long term strategy for pension planning.

Bellwether have the expertise necessary to identify, devise and implement an investment strategy that meets your goals.

During our service, we will consider a number of factors and how they impact on your specific circumstances before making an appropriate investment recommendation:

  • Your overall financial plan and circumstances
  • The existing investments that you have in place
  • The term and purpose of the investment
  • Your investment knowledge and experience
  • The amount of risk you are comfortable taking
  • Whether access to funds is required
  • Which tax treatment is most appropriate to you

Sustainability Factors: In accordance with the Sustainable Finance Disclosure Regulation (‘SFDR’), we inform you that when providing advice on insurance-based investment products/Investments, Bellwether do not assess, in addition to relevant financial risks, relevant sustainability risks as far as this information is available in relation the products proposed/advised on. This means that we do not assess environmental, social or governance events/conditions that, if they occur, could have a material negative impact on the value of the investment.

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