Finding the perfect balance…
Whatever the size of your investment, you want it to work as hard as possible.
At Edgewater Associates, we provide effective financial planning advice to meet your family’s dreams and aspirations. We offer tailor made solutions to meet your investment objectives that will match your attitude to risk. Our service doesn’t end there. We provide regular financial reviews to ensure our advice is always relevant and appropriate. You can relax, safe in the knowledge that your finances are being effectively managed.
Whether you are considering a regular savings plan, possibly to help pay for your children’s further education, or you are looking for an investment to supplement your retirement arrangements, we are able to provide impartial advice on precisely how your objectives can be achieved. You may be a risk-taker or simply after a safe haven for your hard-earned cash in an era of ultra-low interest rates.
Whatever your approach to investment, we are well placed to assist you. If it’s a lump sum or a regular savings amount, we can help you to optimise its investment potential. Whether your aim is to achieve long-term capital growth or to generate a regular income stream, our team of independent financial advisers will find the right product for you.
It is important to note that investment values are not guaranteed, they can go down as well as up, in line with market volatility.
You might be considering one or a number of the following
types of investment:
Collective investments or ‘funds’, run by professional investment managers who invest in a variety of different asset classes (i.e. cash, fixed-interest securities, equities or property) and are suitable for individuals at most points of the risk scale. These can be held individually or on an investment platform.
Typically for larger cash sums, these bespoke investments can be managed by professional investment managers locally, in the Isle of Man, in the UK or beyond.
Commonly a cash deposit-based investment, the performance of the plan is linked to one or several of a wide range of market indices.
A traditional investment vehicle that offers access to an extensive range of managed funds in a single investment, based either ‘onshore’ or ‘offshore’.