Services we offer
Handheld Investments Limited offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
Protection Planning
The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three. Handheld Investments Limited will help you find cost effective ways of ensuring they are protected financially, through a thorough review of your financial needs and aspirations.
Retirement Planning
When it comes to providing for our retirement, too many people are doing too little too late. Putting away even a small sum early on can make a big differenceto the lifestyle you will enjoy when you retire. The golden rule for most people, is not to rely on the State alone. Modern pensions benefit from some very exceptional tax breaks, and nowadays, you can even contribute to your pension when you don't work!
Investment Planning
Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth, or both.