Sheavyn Associates Financial Management logo

Tel: 0113 393 5260

Investments

Investment Advice

Our first step is to understand what your objectives are, your timescales, your tax position and to assess your attitude to risk so we can develop long term solutions to achieve your objectives.

These will include:

  • Making sure you have enough money to fall back on in an emergency and to give you security.
  • Individual Savings Accounts (ISAs)
  • Investment Bonds
  • Unit Trusts
  • Regular Savings Plans
  • Offshore investment
  • Venture Capital Trust (VCT)
  • Enterprise Investment Schemes (EIS)

Enterprise Investment Schemes and Venture Capital Trusts invest in small companies which have a higher risk than other stock market investments. They are harder to sell than stock market shares and are aimed at sophisticated and high - net worth clients who can stand loses.

Your investments can fall as well as rise and you may get back less than you invested.

 

On-going Advice

WEALTH MANAGEMENT SERVICE

Ideal if you…

  • Are looking for a holistic approach to financial planning and wish to engage with professional adviser on an ongoing basis to establish and achieve your goals and objectives.
  • Require an ongoing review process to map progress and respond to changing circumstances.
  • Are looking for your adviser to provide regular feedback on your investments and ensure that the agreed strategy matches the degree of risk and volatility you are prepared to tolerate.
  • Are looking for your adviser to proactively introduce new ideas and opportunities.

Service Portfolio·

  • An invitation to two review meetings a year
  • A financial planning report, including portfolio updates and valuations on an annual basis.
  • Portfolio review and rebalancing in line with your attitude to risk and investment objectives.
  • Trustee and Executor briefing service
  • Client Newsletter
  • Access to our practice team
  • Client record keeping and file maintenance, for example:

- Policy surrenders and partial surrenders

- Administration changes such as change of address

- Replacement and copy documents

 

 

FINANCIAL PLANNING SERVICE

Ideal if you…

  • Wish to take control of your financial planning
  • Want to engage with a professional adviser to build and review your plan where necessary
  • Are looking for high quality specialist advice in a particular area of your financial planning.
  • Require regular contact to review the performance of your plan.

Service Portfolio

  • An invitation to an annual review meeting
  • A financial planning report including portfolio updates and valuations on an annual basis.
  • Access to view your portfolio online if applicable.
  • Access to a professional adviser to discuss further areas of your financial planning.
  • Client newsletter
  • Client record keeping and file maintenance, for example:

- Policy surrenders and partial surrenders

- Administration changes such as change of address

- Replacement and copy documents

 

 

FINANCIAL ADVICE SERVICE

Ideal if you… 

  • Wish to have contact with your adviser as and when necessary
  • Are looking for high quality specialist advice
  • Wish to manage your own financial plan

Service Portfolio

  • An invitation to an annual review meeting
  • Client record keeping and file maintenance, for example:

- Policy surrenders and partial surrenders

- Administration changes such as change of address

- Replacement and copy documents

 
Sheavyn Associates Financial Management logo

Registered in England & Wales. Registered Number 9275997.

Registered Address:
1st Floor
70 Main Street
Garforth
Leeds
LS25 1AA

Tel: +44(0)113 393 5260