Savings and Investments

Make your savings work

There are lots of reasons why people want to start saving some of their money. For some it is saving for a deposit on a house, for others it might be a university fund for their children, whilst for others it is to build up a nest egg for a rainy day. Whatever your motive, it is a great habit to get into.


Deciding to invest your savings is an important decision and it important to look at all available options. Whether its property, businesses, or an ISA, there are many ways you can grow your savings and build an income for the future.


Setting up and managing your investments can look like a daunting task, so it is worthwhile taking professional advice to see what help is available.  A Savings and Investment Adviser can create a bespoke plan that will help you reach your goals.


This plan will:

  • Consider a variety of investment options
  • Choose a strategy that meets your needs
  • Get the best return on your savings
  • Make the most of tax allowances
  • Manage you attitude to risk

Make an enquiry...

Financial Planning

Savings for life

Linking your savings to short, medium, and long-term goals ensures that it is not only working hard for you but fits well with your personal circumstances.


Short-term goals can include anything you plan to spend money on in the next five years, as well as any cash you might want to hold as an emergency fund.


Medium-term goals may include items such as paying off your mortgage, covering school or university fees, or even buying a dream holiday home. Long-term goals are often related to your retirement but could include anything more than 15 years away.



Each type of goal is likely to have its own saving and investment needs, with the amount of risk you take and the account you use.

Get started today...

Arranging a meeting with a Savings and Investment Adviser is a great place to start. They will take the time to listen to what you want to achieve from your savings and suggest some potential solutions. We work with Penguin Wealth who offer a no-obligation initial consultation.


To find out more just complete the form at the top of the page for a call back.

Disclaimer

Age Connects Morgannwg is acting as an introducer to companies who offer financial advice. Companies we introduce to are authorised and regulated by the Financial Conduct Authority and are listed on our privacy policy. Age Connects Morgannwg are not authorised to give any advice and we are not liable for any financial advice provided by/or obtained through a third party.

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