Lump Sum Investments

Are you looking to invest a lump sum for a future financial planning requirement, such as to fund school fees or to provide a nest egg for retirement? Or maybe you are simply looking to invest with no specific future goal in mind?

Whether you have received an inheritance, sold a property or simply that you are unhappy with the returns that you are getting on your money at the moment, we are able to design a solution to meet your requirements.

Myers Financial Consultancy offers you access to a range of different investment providers and will tailor our investment advice to meet your specific requirements. We use sophisticated software to ensure that our investment advice is thoroughly researched, up to date, and professionally presented. We will analyse and establish your attitude to risk and can help you arrange investment in products that aim for capital growth or income. We are able to offer advice on fixed term and open ended investments with a variety of different tax wrappers. We can advise on a range of risk options, from the limited risk investor who wants to try to protect their original investment, right through to the speculator who wishes to have exposure to more adventurous assets. In all cases we will work hard to help ensure that your money works hard for you and offer advice on maximum returns, within your investment objectives.

The value of your investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Our service to you will include an agreement to provide regular service reviews of your investments. We will ensure that your investment remains aligned with your objectives and attitude to risk throughout the term. This will include the option to rebalance your portfolio through recommended fund switches.

Introducing the Omnis fund managers

Introducing the Omnis Managed Portfolio Service



Myers Financial Consultancy Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK. Website designed and built by Steven Myers