How should you invest a windfall or inheritance?
What type of investment is best for a lump sum, like an inheritance or business sale? What returns can I expect? Should I put this money into property or my mortgage? How do I ensure I’ll get it right?
One thing’s for certain: if you need advice on how to invest a windfall or inheritance, everyone will have a different opinion about what they would do with your money.
Our financial advisers will help you cut through the generic online financial advice and your friends’ well-intentioned suggestions. We’ll help you make the right decision. The right decision for you.
Where do you start with windfall or inheritance investments?
Step one: forget about investing or investments. Whether it’s a lottery win, divorce settlement or inheritance money, you only choose an investment when you know what it is you want to achieve.
An investment is just a means to an end.
That’s why, when you sit down with us, we won’t give you investment advice on what to do with your money. At least, not until we understand where you are in life and where you want to be.