If you want to save on a regular basis or review your current savings and investments. LR Finance will carry out a review of your needs and requirements, including assessment of your attitude to risk. We will also make an objective analysis of capacity of loss – this is an assessment we need to make in addition to ‘attitude to risk’.
We will work with you to ensure your investments match your attitude to risk and make an analysis to find out if your money is working to achieve your goals.
We provide independent advice and tailored solutions for:
- investing a lump sum to achieve capital growth over the medium to long term
- investing to achieve an income to run alongside a salary or pension
- investing in tax efficient products, such as ISAs
- investing regularly, on a monthly, basis to build up a lump sum for the future
How we charge for our services
You will always know how much we will charge for our advice and recommendation. All financial advisers are required to list their charges and at LR Finance we believe in being open about how we charge.
Our financial advisors offer a professional service, for which you will be expected to agree to pay an Adviser Charge (AC) fee.
Important! RE Value of Investements and Income
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.