Investment Management

At Acornmain we believe it is important that your hard-earned money should work for you. Whilst financial planning is complex, it does not have to be difficult.

Our experienced consultants provide advice on all your investment and saving needs, helping you to achieve a well-balanced investment strategy to facilitate your financial success.

What we do

1. Plan your investment objectives

We work with you to identify your investment goals and establish a clear strategy as to how these may be achieved.

2. Establish your attitude to risk

An investor's attitude to risk is key, as each savings and investment portfolio should be unique to the individual. We work with you to establish your attitude to investment to ensure any investment you choose is appropriate for the risk you are prepared to take.

3. Portfolio establishment

We work with you to develop a new portfolio of investment to help you maximise your monetary returns.

4. Performance analysis

We can review your existing portfolio of investments to ensure that they are still appropriate for your attitude to risk and your investment objectives. It is important to review your investments regularly to ensure they continue to meet your aims and objectives.

5. Taxation

This is an important consideration for all investors. Where possible and if appropriate, we aim to use all available tax shelters to reduce the potential to tax liability.

Products we offer

A well-balanced investment strategy is one that is safely diversified and does not overly depend on the fortunes of one type of investment or one investment company. We can advise and arrange a number of investments including:

Individual Savings Accounts (ISAs).
Junior ISAs.
Open ended investment companies (OEICs).
Unit Trusts.
Investment Bonds – onshore and offshore.
Enterprise Investment Scheme.
Venture Capital Trust.
Annuities.

Investment Management

What we do

Products we offer

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