Investment planning
Investments are abuzz with potential. We can help you build a robust financial hive that yields returns for years to come.
Investing can often seem like a daunting process, filled with complex decisions and uncertainties. Yet investments are a good way to build your wealth over time and achieve your financial goals.
Whether you’re new to investing and wanting to get started or you’re a seasoned pro looking to expand their portfolio, we’re here to share our extensive knowledge and expertise to help you invest wisely.
There are a number of steps to take before we can build a portfolio tailored to your needs. So you can make more informed decisions, it is important to discuss your long-term priorities, what returns you desire and assess your attitude to risk and what you are comfortable with. We will also suggest ways to optimise the tax efficiency of your portfolio to maximise your investment returns.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Since entrusting Tony with our affairs, he has secured our financial situation by maximising the potential in our portfolios, and, by following his advice, some of our losses from previous advice have been mitigated.
David Buckley
Cheshire
August 2024
Sustainable and ethical investments
Here at A.K.M Financial Wealth, we specialise in helping clients reaching their financial goals without compromising on values.
Today, there is a growing desire to live more ethically and sustainably. People are more concerned about where their money is going and, as such, want to align their investments with their personal beliefs.
We work to identify the significant issues that matter most to you, whether it’s environmental sustainability, social justice or corporate governance. By gaining insight into your priorities, we can tailor investment strategies that reflect your ethical considerations while striving to achieve your financial objectives.
A.K.M Financial Wealth Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 843234.
Registered office: A.K.M Financial Wealth Ltd, AZETS, Venture Park Road, Tamworth Staffordshire B78 3HLI. Registered in England Number: 8620812.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.