Charlwood Leigh - Independent financial advisers based in Surrey, England
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Personal Financial Planning :  Savings and Investments for the family

Whether you are saving for a house deposit, school fees or even saving to have a baby, Charlwood Leigh can help you to budget for your savings and invest in the right plans which match your attitude to investment risk and give you access to the money at the right time. There are a wide variety of schemes on the market, so expert advice is always necessary.

Please contact us if you would like to discuss starting a savings plan for your family's future.

See our Investment section for more information.

Equities are generally a higher return investment compared to other classes of assets over the long term. But you need to be aware of the following risks:
  • The capital value of units purchased through these plans, and the income which they can produce, can fall as well as rise depending on Stock Market conditions and the demand for the security on the open market.
  • Investments for equities should be considered for the medium to long term, as if you encash the investment in the early years or at a time when the markets have moved against you, you may get back less than you originally invested.
  • Past performance is no guarantee of future returns and independent advice should be sought as to the best investment route for your personal circumstances.
 
Charlwood Leigh is an Independent Financial Adviser Charlwood Leigh Limited
Registered Office: Cameron House, Church Street, Leatherhead, Surrey, KT22 8EF, UK. Registered in England 2436806.
Telephone 01372 374444 Facimile 01372 378016 email

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Charlwood Leigh is authorised and regulated by the Financial Services Authority (FSA) , and subscribes to the Mortgage Code.
Cameron House (Circa 1835)
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