Investment Planning
Building and preserving wealth starts with making informed decisions about the resources you’ve accumulated. Whether your savings come from income, inheritance, or a windfall, a clear investment plan can help you use them wisely. We work with you to align your investments with your goals, timeframes, and financial priorities.
Why work with us?
We start by making sure you have enough easily accessible funds in case of emergencies and a pot of money for enjoyment. We then help you think about the future and what you can do to make your money work harder and increase the potential for better returns
Risk is an important factor. We will always ensure you understand the associated risks when investing so that you know what to expect.
We believe that using investments that invest across a wide spread of assets and geographic regions can provide an effective way to invest and help mitigate risks.
As part of our review service, we monitor your investments to ensure your portfolio remains aligned to your aims, objectives and risk profile. We also look to make use of available tax allowances each year as it follows that if you pay less tax, your money has more opportunity to grow.
Our flexible and adaptable approach means we are well-placed to implement any changes required and identify new opportunities that arise.
*Past performance is not indicative of future results and no representation is made that results where stated, will be replicated. Investment values rise and fall and the value of them is not guaranteed. On encashment, you may not get back the amount invested.*
Responsible Investment
At its core ‘Responsible Investment’, is a range of investment styles that go beyond financial returns to incorporate investors’ values and opinions into the investment process.
Responsible investing is about generating returns that are sustainable for the future.
The common theme of Responsible Investments is that they take into account Environmental, Social and Governance (ESG) considerations within their investment selection.
If you, like more and more people, want to use your money in a way that aligns with your values, you have some decisions to make.
Protect Yourself From Scams
We’ve partnered with Money Alive to bring you a 5-minute video series that will help you spot potential investment and pension scams.
The videos also tell you what to do if you have even the slightest doubt about any offer being made to you.
Meet the team
Jonathan McDowall
Director
Investment Planning
Testimonials
I wanted to give some feedback to Henderson Loggie Financial Planning because I have been very impressed with the service I have received.
Apart from making and saving good money for me, which I would have never achieved had I managed my own affairs, I find my advisor to be sharp, competent and a great communicator.
Douglas Cole
Adjusting the advice to a concise level that I can comprehend cannot be easy, as my finances are complex and my time has been short. I understand what I’m being told and over the years have profited and come to trust this firm and my advisor completely.
We appointed Henderson Loggie Financial Planning as our advisers in June 2014, to advise on our portfolio and financial requirements.
They have steered us on a steady course through the financial maze and have invested wisely on our behalf, along the way, clearly explaining the advantages, as well as the risks and pitfalls. Our questions and correspondence are answered quickly and in an easy to understand way and annual reviews have also been conducted professionally and thoroughly.
Trusting our adviser is extremely important to us, as is getting the most from our investments. In these respects, we are very happy with our dealings with Henderson Loggie Financial Planning and would recommend them to any would-be investor.
Mr & Mrs Neilson