Savings _Investments_

Savings Investments

We tailor your savings and investments to fit your priorities.

Savings & Investments

There are so many options for you to place your money it can be hard to know where to start. You have to choose to save with National Savings, Building Societies and Bank Deposit accounts or to invest. If you chose to invest do you do so in Shares, Unit Trusts, OEICs or Investment Trusts.  Then you need to work out the best tax wrapper(s) to use, ISAs, pensions, bonds etc.

We believe that your portfolio should be as individual as you are. Your portfolio will be designed with you in mind, built to suit your goals taking into account your personal tolerance for risk.

We aim to strike the right balance between risk and reward over time. Once implemented, we monitor your portfolio on a regular basis and together we discuss the performance  of the portfolio,  any changes in your situation or your plans. From these reviews we will agree and implement any alterations where necessary.

Call 02886 440475 to book an initial consultation now

How we work

  • Meet

    Meet

    Get to know each other and find out what your...

  • Plan

    Plan

    Create a clear and actionable plan to achieve your life’s...

  • Action

    Action

    Implement any agreed plans with suitable providers.

  • Review

    Review

    We check if your plans are on track at least...

Contact Us

We would be more than happy to discuss your goals.

  • Address

    From Acorns Financial Planning
    169 Ballymaguire Road
    Dungannon
    Co. Tyrone
    BT71 5NN

  • Contact details

    Phone: 02886 440475
    Email: [email protected]