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Investment Planning

At Paul Young Independent Financial Advisors we are here to help you navigate the world of investments. Our investment philosophy is straight forward. We have developed a process that provides a balance for both long-term and short-term concerns. Our aim is to achieve returns in line with your objectives and attitude to risk.

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You may ask yourself the following:

  • What are my investment goals and objectives?
  • What is my investment risk tolerance?
  • What are my investment time frames?
  • Is my investment portfolio diversified enough?
  • How balanced is my asset allocation?
  • What other tax-efficient investments should I consider?

What we do together:

  • Create a personalised investment plan, designed around your goals and personal circumstances
  • Produce a lifetime cash flow analysis for your money needs
  • Analyse your assets and their future prospects
  • Discuss your investment risk and suitability
  • Review all of your investment options

We’re ready to talk. Are you?

When it comes to investments, it’s a good idea to make sure you understand the opportunities, risks and how everything works. At Paul Young Independent Financial Advisors we’re right here to help you make informed decisions, please get in touch with us.

In the meantime please refer to our guides on this subject in the 'Our Thinking' section.

How can we help you?

Whether you are looking to start your personal financial plan, or want to make the most of the opportunities your wealth brings – Paul Young Independent Financial Advisors will support you at every stage of the journey.

Book a financial health check today

Our Thinking

The Paul Young Independent Financial Advisors 'Our Thinking' page has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

Find out more

Understanding your future goals, ambitions and needs

At Paul Young Independent Financial Advisors we take a bespoke approach to wealth creation and protection that centres on objective independent advice, driven by intelligent and trusted relationships. To identify which approach is right for your individual, family or business circumstances please contact us – we look forward to hearing form you.

To find out more, please contact Paul Young Independent Financial Advisors
on 01234 720630 or email mail@paulyoungifa.co.uk.
Book a financial health check today
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