Investments

Your investments have the potential to let you live the life you want to live. We want you to live the life you want. That might be having a generous income, growing your capital or simply preserving it.
Lang Financial have access to the entire marketplace. During our consultations with you, we will evaluate your risk profile and investment objectives. Once we have agreed upon your objectives and goals we will consider what solution is most suitable for you.

The key areas that most clients want us to consider are:
  • Capital preservation
  • Capital growth
  • Income requirement
  • Tax efficiency
Once your objective has been identified, agreed upon and recognised as achievable we will consider the various options that are available.

The main investment vehicles for most clients are:
  • ISAs
  • General investment accounts
  • Onshore Investment bonds
  • Offshore Investment bonds
  • Cash deposit funds

Within an investment product will be a selection of funds that are designed to deliver the target outcome.

These funds may be one of our three model portfolios or a bespoke built portfolio. After implementation of your investment we will monitor and modify its progress. We will meet with you, report the results and give guidance and advice on your financial future.

Share by: