Wealth can be accumulated in various ways during your lifetime. You may have saved surplus income during your working life or you could have received an inheritance or windfall. Regardless of how you have built up your savings, you will want to make the best use of your money to meet your short and long terms needs.
Our aim is to understand your goals and recommend savings and investments tailored for your specific needs.
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.
"We appointed MHA 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 MHA Henderson Loggie Financial Planning and would recommend them to any would-be investor."
- Mr & Mrs Neilson
Saving vs Investing: What's the Difference?
Whilst cash savings won't fall in value, they will be impacted by inflation. On the other hand, investments could provide an effective option for your money over the longer-term, but there are risks involved.
Planning for Retirement: 10 Things to Consider
Retirement planning is vital for ensuring that you can meet your goals for retirement, but it can be fairly easy to put off and worry about later. However, chances are that you don't want to work forever and you may already have big ideas for how you want to spend your retirement.
MHA Henderson Loggie Financial Planning is a trading name of Henderson Loggie Financial Planning Ltd, registered in Scotland No SC200834, which is a wholly owned subsidiary of MHA Henderson Loggie, which is a trading name of Henderson Loggie LLP, a limited liability partnership registered in Scotland with registered number SO301630. MHA Henderson Loggie is a member of MHA, an independent member of Baker Tilly International Ltd, the members of which are separate and independent legal entities.
Registered office is The Vision Building, 20 Greenmarket, Dundee, DD1 4QB
Henderson Loggie Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
© 2020 MHA Henderson Loggie Financial Planning