Need advice on investing a lump sum of cash?

At Investor Profile we are experts in providing sensible investment advice that will help you to make best use of your cash lump sum.

Quite often our clients require advice on investing a lump sum of cash whether that is from a pension, an inheritance or just cash savings.

The important considerations to into account are often the fact that it is a long term decision, and that the money is most likely going to be used to provide you with financial security for life.

Investing a lump sum of cash therefore needs to be given careful consideration. We would take time to understand your personal needs, your attitudes towards investing and your wider financial requirements before making recommendations as to how to use the money.


Advice on investing a lump sum of cash

We can provide expert help in guiding you through the advice process when considering how to invest your lump sum of cash. We have many clients that have received pension lumps sums in the past, or inheritance cash lump sums that they need to invest.

Investing a cash lump sum can be a tricky decision that comes with lots of pressure. Our job in providing advice on investing a cash lump sum for you is to take that pressure away. We know what process you need to go through in order to think through your options. We can help and guide you, take time to listen to you and ultimately help you to invest a lump sum of cash for your long term benefit.


Advice on investing a lump sum

Many people will receive a lump sum of cash when they either take retirement or voluntary redundancy. This can present them with a position they have never been in. In this situation it is important to be sensible about what you want to use the money for.

Find out how we can help

Call us on: 01604 211 234

Email us: by clicking here

Get immediate Advice

Book Appointment online