Investment Advice for Worcestershire, Shropshire, Mid Wales, the West Midlands and Beyond.Our financial advisors are based throughout the Midlands area and provide financial on advice at a specialist level on all types of investements. Independent Financial Investment Advice
For Investment Advice please call us on 0800 458 9637
All the calls are free as is the initial consultation which is of course carried out without obligation.
Investments for Future Financial SecurityThe future financial security of your family is something that needs careful planning, it needs organising and should be subject to regular reviews. Many people recognise that to achieve better long-term protection for their money against the effects of inflation, it is often worth considering 'equity' related investments. These are ones that are linked to changes in the value of company shares. You could gain access to the 'equity' markets either directly through buying shares or indirectly by investing in investment products such as Unit Trusts, Investment Trusts or perhaps even a Life Assurance policy. Please note:
If you are considering 'equity' related investments it is important to remember that the value of your investment and the income generated from it may fall as well as rise and that there is no guarantee you will get back more than you invested. Tax Exempt Savings PlansAll governments recognise how important it is to encourage people to save and they normally achieve this by offering tax incentives on a whole host of savings products. These incentives range from reduced levels of Income Tax on Deposit Accounts for most taxpayers through to tax efficient investment growth on products like ISAs. It should also be noted that t he effects of inflation can reduce the spending power of any savings or investments you choose to make. You should take these effects into account in any long-term plans. Additionally, the value of some savings or investments plans can vary and even reduce in value. If you need an explanation of the risks involved with any savings plan, please contact us.
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Whether it’s because you've won money on the lottery or built up a tidy nest egg by saving on a regular basis, your money should be wisely invested so that its spending power is protected for the future.
Once we understand your requirements, we will be able to help you find the perfect investments for your unique requirements, whether you are starting your working career or getting nearer to retirement.
History of Worcestershire - Shropshire & Mid Wales
The city of Worcester is perhaps the most famous in the region and has a long and distinquished history. The city lies on the banks of the river Severn, about seven miles to the north-east of the Malvern Hills and six miles to the south-west of Droitwich.
The bridge is of course one of the most important parts of the city, being opened in 1781, replacing a medieval stone structure of possible of Roman origin which lay upstream. Worcester's location (the river was fordable at low tide until the locks were built downstream in 1844) whilst being good for commerce, meant that it was often pillaged by passing armies. Thus, following numerous medieval fires and sieges, civil war bombardments, plus a lot of redevelopment in the 1960s and 1970s, Worcester today has few of its medieval buildings. However, the city’s medieval street pattern and city wall are still clearly visible and the monastic ruins and the Edgar Tower provide a hint of the city’s medieval grandeur.
At the other end of the scale in age, comes Telford new town, the area being designed to rehouse many residents of Birmingham in this "satellite town". It must be said however, that there have been people living in the Telford area for many hundreds of years, and in 1806, the area housed the second biggest iron works in the UK, the landscape being forever changed by this development.
Mid Wales should not be ignored either, and here Welshpool which was founded way back in 1241. In the 16th century it became known as Welch Pool, the name turning into Welshpool over time. Transport made its first leap of progress in 1794 with the start of the Montgomery canal, but the full length - from the canal system in North Wales to Newtown was not finished until 1821. However, the stretch to Welshpool was opened in 1796, which made trade with the outside world much easier and cheaper. Later, communications were further improved when the railway arrived in Welshpool in 1860.
We hope you found this information useful.
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