Investments
Your Money, Your Future
Whether you are looking to invest for income, growth or security Payne Spencer Harris have the breadth of knowledge and experience to help you create and manage the right investment strategy for you.
We provide investment advice for all private investors. Whether you have received an inheritance, accumulated savings or received a bonus, whether you want to grow your investment or protect your financial well-being – we can help.
By understanding your goals and plans, our advisers will be able to recommend an investment approach to suit your needs and provide ongoing support and advice on all your investment decisions.
Ready To Get Started?
Call: 01202 026 906
Email: [email protected]
Some of the investment routes we can support with include:
ISAs
The government created Stocks and Shares ISAs to make it easy to save and invest tax-efficiently. This makes ISAs a popular and straightforward option for saving. Junior ISAs are also available for children and can provide a flexible, tax-efficient option to build capital for the next generation.
Open-ended Investment Companies (OEIC’s) and Unit Trusts
Open-ended investment companies and unit trusts can provide more opportunities to gain benefit from stock market investments without further liability to Income or Capital Gains Tax.
Growth and Income Portfolio
Our advisers can help you build a portfolio of investments that are right for you, and your family. By balancing your risk and focusing on your desired outcomes, a portfolio of investments might be the right investment approach for you.
Ready To Get Started?
Call: 01202 026 906
Email: [email protected]
The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
What Our Clients Say About Us
“To be able to run a business where the client is at the centre of everything we do makes me incredibly proud.”
Ready To Get Financial Advice?
Get in touch with the Payne Spencer Harris team for a chat and see how we can help you.
Phone
Main Office: 01202 026 906
James Payne: 07989 578 313
Willam Harris: 07568 055 789
Main Office: [email protected]
James Payne: [email protected]
Willam Harris: [email protected]
Address
10 The Axium Centre, Dorchester Road
Poole, Dorset, BH16 6FE
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