INVESTMENT & SAVING

With over 29,600 different investment funds spread through a wide variety of different investment vehicles this is the area where we believe we can make the single biggest difference to your financial outlook.

Can you cut through the Investment Maze?

What is your money there to do for you? Is it to provide income now or later? Are you making the most of it or is it being slowly eaten away by low interest rates and inflation? Is it as tax efficient as you would wish? How safe is it, and how quickly can you get at it if you need to?

These are all questions that crop up frequently in our discussions with Clients. As an independent adviser it is our job to know at least some of the answers.

Once we have a detailed knowledge of your circumstances and aims we will determine together your attitude to investment risk and your expectations from investment. With all this in mind, we will help you to structure a portfolio giving the optimum balance between safety, accessibility and the opportunity for maximum returns.

Perhaps just as important,in today’s rapidly changing world, is the need for regular review. Is the investment vehicle still ‘fit for purpose’ – are the funds performing as expected? Refining, and where necessary changing, is a vital part of the process. Omega Consulting prides itself on the care and attention given to each portfolio.

Over the past few years we have also built up an expertise to help British ‘Ex-Pats’ – and those who are thinking of moving abroad. So whether you are UK or overseas resident, do put your questions to us.

Omega Consulting (Norwich) Ltd is registered in England No: 3876001.
Authorised & Regulated by the Financial Services Authority (FSA).