Helping clients achieve and maintain their desired lifestyle


Prestwood Etheridge & Russell Ltd
Independent Financial Planners & Investment Advisers - established in 1975
Telephone: 01384 872137     Authorised and regulated by the Financial Conduct Authority

Investment planning:

  • How to decide your investment objectives - an essential starting point
  • How to decide your attitude to risk and loss
  • How to reduce investment risk and potential losses
  • How and why you should diversify your investment portfolio
  • How to decide which asset classes should be considered
  • How to get to grips with ‘asset allocation’
  • How to utilise the features and benefits of ‘collective’ investments
  • How to measure investment performance and why you should
  • How to change your investment choices without charge or liability to tax
  • How to take advantage of your Capital Gains Tax exemptions
  • How to generate tax free cash inflows from your investments
  • How and why you should review your portfolio regularly
  • Prestwood can help you with investment planning

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