Savings and Investments
We understand that each investor we work with is different and our approach to investment planning is tailored to ensure that your money works harder for you. We advise on all types of savings and investment products for individuals, trusts and businesses. Investment planning can help to generate real income growth, but there are important elements that you need to consider when looking to invest, such as:
- generating real income growth
- providing a regular income
- strengthen your investment portfolio
- manage your risk appetite
- minimise your tax liability
- reduce market volatility related stress
Our Independent Financial Advisers will help you determine the right type of investment, taking time to explore and understand your views, all the while relating to the above elements.
Our advisers will work with you to construct an appropriate portfolio based on your preferences and personal circumstances.
Regular reviews ensure that this strategy is maintained and kept up-to-date, ensuring investments don’t become unbalanced and potentially leave you exposed to excessive risk.
We’ll build a long-lasting relationship with you, based on trust, to help you realise your financial goals.
Saving on a regular basis is one of the best ways to build up capital and provide you and your family with a more secure financial future.
David Allen Financial Services will help you put a savings plan into action and invest your money in the right way, meaning you’ll be on your way to achieving your goals sooner than you think.
Take control of your finances and contact one of our team for your free financial review, for a tailored and bespoke solution.
David Allen Financial Services (Dalston) Limited is an appointed representative of Network Direct Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, the registered office and principal place of business is Dalmar House, Barras Lane Estate, Dalston, Carlisle CA5 7NY. Company Number 04030020.
The value of investments and the income from them can fall as well as rise and past performance is not a guide to future performance. You may get back less than you invested as investment returns are not guaranteed. Different types of investment carry different levels of risk and may not be suitable for all investors.