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Saving for a goal

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Saving for a goal

If there is something you are saving your money for, then investing some of that cash may help you achieve your goal sooner

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If there is something you are saving your money for, then investing some of that cash may help you achieve your goal sooner, especially during times of low interest rates on cash deposits.

The minimum timeframe for investing is typically five years, so if you are saving for a goal within a shorter period of time, then this might not be the right time for you.

 

Some typical investment goals we see include:

  • To cover university fees
  • A deposit for a house purchase
  • To supplement retirement income alongside a pension

Whatever your goal, we can work with you to help you understand:

  • How much you might need to invest to achieve your goals
  • The risk level you should invest at
  • How to re-consider your goals, if they appear out of reach

The value of investments may fall as well as rise. You may get back less than you originally invested.

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Crowood FS is a trading name of Richard Hall, who is authorised and regulated by the Financial Conduct Authority, entered on the Financial Services Register https://register.fca.org.uk under Firm Reference Number 807261.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to richard@crowoodfs.co.uk or telephone 01793 200 175. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.