Investments

Need help navigating the investment landscape? At Peppermint, we can define a wealth management plan with you that works to ensure your money is in the smartest place.

Service Icon Investment Management

Looking to invest assets can be a daunting proposition. We offer professional advice to help you achieve your goals – from short term to long term and everything in between.

Rainy day funds (short term accessible cash)

  • Is my interest rate competitive?
  • Am I keeping too much cash?

  • Is my money at risk?

Planning for life events (medium term growth and income)

  • Do I have enough for university fees?
  • How can I retire early?
  • What’s the best way to invest downsizing proceeds?

Later life financing (long term strategies)

  • Can I boost my retirement income?

  • What happens if I give money away?

  • How do I structure my estate effectively (Wills, Trusts, inheritance tax, etc.)?

Our clients often require investment advice after receiving a sum of money through events such as an inheritance or a professional bonus. Other times, clients come to us because they’re not sure if their current holdings are in the best place. In any case, we welcome the chance to work with you to help define an investment plan that works for you.

At Peppermint, we take the time to understand what you’re trying to achieve and your attitude toward investment risk. We can then research the marketplace (without ties to any particular investment firm) to define the best course of action for you and how best to address any shortfalls in your plan.

We’ll explain our financial recommendations so you are comfortable with the approach and will stay with you to review the plan over time.

* Note: The value of investments can go down as well as up and you may get back less than the amount invested. The Financial Conduct Authority does not regulate trust, will or power of attorney advice.

Case Study

Paul provides a fantastic service guiding us through the ever-changing maze of financial planning. He has helped us shave years off our mortgage and continues to provide expert future planning. It is very comforting to know that we have such a competent, reliable, and trustworthy adviser looking after our financial affairs.

Mr T Barlow

Let’s Start the Conversation

If you would like our expert, impartial advice – give us a call and let’s get started to make the smartest investment decisions for your money.

Service Icon Investment Management

Investment Advice

Ready to start that conversation? We are happy to talk with you at your convenience, please get in touch.

We realise that appointing an adviser is an important decision so we offer a free, no-obligation initial meeting.

T: 01932 955 955
E: hello@peppermintfs.com

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