Savings & Investments

Whether you want to build a pot of money for the future or you just want to make sure that you will be covered financially for the unexpected, saving regularly is the first step towards achieving peace of mind and financial security.

Once this is in place you can consider other savings and investment products in the marketplace, each having different structures, tax treatments and implications for you as the investor. Our role is to work with you to fully understand your investment ambitions. We will also establish what your attitude to risk is and determine an investment strategy appropriate to your needs, always taking into account your tax position.

With our in depth understanding of the range of options which are available, we will guide you to the right/most suitable product to suit your individual needs and outlook.

An increasing number of clients want to invest ethically, and we have expert and widespread knowledge in this field too.

We understand that circumstances change which is why we hold regular meetings with you to continue to position your investments as effectively as possible, taking into account any new changes in legislation or the economy.

The value you can get from professional financial management is about more than just achieving better returns on your investments. It also gives you clarity about your life goals and a sense of greater financial security.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

The above logos refer to Dr Josh Lewis

WealthDoctor is a trading name of Wealth Doctor Financial Planning Ltd which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.