Savings & Investments

How do I plan for a rainy day? It’s easy; if you start saving now you can build up a cash fund. We now more than ever before that we need to take responsibility for our own futures.

Practical questions, such as:

What will School/Collage Education costs be?

Will I be able to afford to help meet wedding costs?

How will I meet the cost of health cover?

Unfortunately these types of everyday questions will not go away, and are more likely to become more important to us over the next few years.

Before you decide to invest your money, consider these points:

Can you make lump sum investments or regular savings?

What are your financial goals?

What is our attitude to financial risk?

If you are already saving, consider:

Do you have clear understanding of your financial goals?

Are you aware of all potential risks?

Is your money invested in the most tax efficient manner?

Do you know what charges you’re paying?

Southeast Financial Services offer savings and investment advice to suit your personal requirements, individual circumstances, age and risk profile.

Warning: The value of your investment may go down as well as up.

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