Like many investors, you may want to take returns in the form of relatively regular income. This helps you plan your future expenditure, and will have an important impact on many aspects of your life.
The pursuit of investment income requires particular skill in today’s market environment where interest rates on cash and bonds are extraordinarily low by historic standards. Dividends, which over the long-term have proved to be a valuable source of income, are also facing some challenges in the short-term.
We will spend time to understand the levels of income you need. And then our investment and planning experts will work with you to build a flexible and reliable income strategy.
We recently started working with a couple who wanted advice on how to use their investments to fund their retirements. The couple hold assets in a SIPP as well as ISAs and taxable investment accounts.
Our client, a partner at a Big 4 accountancy firm, wanted advice on building an asset base and help managing her investments. Increasingly, she found that investing herself was becoming too time-consuming, especially given the administrative burden of her firm’s compliance regime.