Regular and Lump Sum Investments
In an environment of low deposit rates, investors are faced with considering alternative investment asset types to achieve higher returns on their funds.
Why LHK Financial
The current interest rate environment presents a real challenge for investors as traditional “low risk” assets, such as cash deposits are likely to cause investors to suffer a loss of purchasing power due to inflation, over the medium to long-term.
At various stages in your life you may need to consider either building up a fund through regular savings or maximising the returns on funds that you already have in place. This requirement may arise for a number of reasons:
- a need to make provision for your children’s education
- investing lump sums, inheritance / gift or tax-free lump sum on retirement, and
- the accumulation of an emergency fund for unexpected events.
Your requirements are unique and we provide a service which is focused specifically on your attitude to risk, your investment goals, your investment term and your financial circumstances. On the basis of this information, we can provide you with a detailed recommendation and suggest an investment strategy which will give you peace of mind for the future.
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