Investment Planning

“To ensure that you make the most of your money, it is essential to seek advice to take advantage of the right investment options.”

Avidity Wealth Management will tailor a plan that meets your needs and objective thereby advising the right investment product and proposition for you. There are many different investment products and strategies that may benefit different kinds of investors.
By establishing and tailoring a financial plan for every individual, we can establish which investment product and strategy is best served for each client.

Risk Warning: Capital at risk, investments and the income from them can fall as well as rise. EIS, VCT & BPR products invest in unquoted shares which may not be suitable for most investors



Investment Account

Investment Bonds

Enterprise Investment Schemes (EIS)

Venture Capital Trusts (VCT)

Business Property Relief (BPR)