Investments

Private client investment services


Investing in Incisive Wealth

As Central London-based investment advisers, Incisive aims to make your investments less risky by giving you top-class, professional advice.

Our investment advice includes guiding you through the different types of investment services available to ensure you’re 100% sure of all of the risks, and we’ll explain all the potential rewards.

Looking at the long-term

Saving isn’t the only way of using your money to secure your long-term future.

Investing your money, although it comes with risks, is a way to spend your free cash on assets that can rise and fall in value.

What can you invest in?

There are different types of investments, including ISAs, shares, property, and unit trusts, etc. They all fall under different ‘asset classes’, the main ones being shares, bonds, property, and cash deposits.

You can invest in these directly, but it is highly recommended that you seek the help of an experienced Financial Adviser, such as those here at Incisive Wealth Management.

How should you invest?

Incisive Wealth Management will guide you through the best approach of investments depending on your circumstances.

However, there are typically two methods of managing your investments:

This is when you put your money with other investors to invest in one or more of the above asset classes. This spreads your risk and saves on costs.

Open-ended investment funds, investment trusts, and life assurance bonds are the most common pooled investments.

These are tax breaks that you can – subject to certain rules – wrap around your investment to shield it from some or all tax.

The wrapper can be around either the underlying investment or the pooled investment.

We’ll guide you through the different types of investments available to ensure you’re 100% sure of all of the risks, and we’ll explain all the potential rewards.

Need advice? Contact us today!
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