Investing for children / grandchildren
Find out how you can give your children and grandchildren a boost when they most need it.
You may be...
Looking to the future.
Whether it’s to pay for education, get a foot on the property ladder or get married, it’s great to be able to help children and grandchildren get ahead. If you want to use your wealth for the benefit of the younger generations of your family, I’ll help you build an investment plan that balances your values and your hopes for your family’s future.
It’s easy to become lost when faced with the vast array of investment options that now exist. I’ll guide you through and build and manage a suitable portfolio of investments that will contribute to a brighter future for generations to come.
Looking for a second opinion
For those who take a more “hands-on” approach to investing, I can provide an experienced eye over the financial plans you’re making.
How Emily can help
Advice on Junior Stocks and Share ISAs and other investment vehicles that could be right for you and your loved ones.
Investing for children and grandchildren can provide benefits to your Inheritance Tax liability. I’ll help you realise potential gains.
An opportunity to identify what you want your children’s future to look like and how you can position your money to help them obtain it.
See below testimonials from my clients