Investments and Savings

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

What you need to give some thought to is what those objectives are. This is an area in which compromise and self understanding are essential.

Everyone wants investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.

Sensible investment planning revolves around understanding what your investment aims are.

Broadly speaking the longer that your investment is to be left alone, (e.g. for retirement), the higher level of short term risk that is acceptable. If however the money is needed in full in the near future (e.g. for a house deposit) then short-term safety is essential.

In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your investment attitude and tax position.

• Find out more about Investments
• Investment Calculators

We have provided a number of links to financial sites to help you with your research:

• Investment Research and Charting
• Unit Trusts & Investment Trusts
• London Stock Exchange
• National Savings Rates

Millfield Osceola Financial Consultants Ltd is an Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150452.

The Financial Services Authority does not regulate National Savings.

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Neither Millfield Osceola Financial Consultants Ltd nor Sage Financial Services Ltd can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.