Investments - Renshaw Wealth

Investments & Financial Planning

Taking regular financial advice throughout your life not only puts you in the best position to achieve your goals and objectives, but it can also take the hassle and worry away and replace it with peace of mind and a feeling of control. We’re here to advise you through your investment journey, a journey that starts with a warm welcome from our team.

ISAs

An ISA is an Individual Savings Account – it allows you to save or invest money in a tax-efficient way. An ISA is a tax-free savings or investment account that allows you to put your ISA allowance to work and maximise the potential returns you make on your money, by shielding it from income tax, tax on dividends and capital gains tax.

There are several different types of ISAs available and without advice how will you know which ISA is most suitable for you? We’re here to help assist you in making the right financial decisions

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VCT & EIS

Both Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS) provide tax-efficient investment opportunities in some of the most exciting up-and-coming businesses in the UK.

EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies, therefore are only suitable for experienced investors.

Due to the risks attached these types of investment products are aimed at existing clients or experienced investors

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Investment Account

A general investment account (GIA) is a medium to long-term investment that could be an option if you’ve used up your ISA allowance for the tax year and don’t want to lock your money away in a pension. You’ll have access to a range of different investment opportunities and can invest a regular monthly amount, a lump sum – or both.

The right investment for you will depend on your goals. Whether you’re looking for growth, income or a combination of both, we can help you find the one for you.

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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Our Calculators

Whether you’re saving for your first home, budgeting for your next, thinking about retirement or even planning to invest, we've created a number of helpful financial calculators to make things nice and easy for you...

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Our Portal

As a valued client of Renshaw Wealth, you have access to our award-winning portal where you can access your whole portfolio of financial products.

You will also have access to our Wealth Projector, which uses all the information provided in your portfolio to determine how your financial situation might mature until your retirement and beyond.

Your portal provides a safe and secure personal document locker, where you can store and lock away, receive or even share documents with your adviser.

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Renshaw Wealth
11 Bath Street
Ilkeston
Derbyshire
DE7 8AH

0115 9445 777
advice@renshawwealth.co.uk

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Renshaw Wealth is a trading name of Lifetime Wealth Management Limited who is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

Lifetime Wealth Management Limited. Registered in England and Wales under no. 04631136. Registered office address - 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.