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Investments and Investment Management

With interest rates so low there has never been a worse time to keep money in the bank. This is where an investment advisor or financial consultant comes into the play. Whether you hope to retire early, or have future goals like children’s education or travel, building wealth, or just expanding your family in mind good investments can help you achieve these dreams. And a expert investment manager can be a reliable asset.

With that in mind, let’s discuss why financial planning is important and how an investment manager can help you and your family to achieve investment goals for a better tomorrow.

Let’s jump right into it.

What is investment management?

Investment management is the process of handling financial assets and other investments of an individual – not only selling and buying them. A financial consultant or a financial consultancy company provides wealth management by overseeing and coordinating your financial portfolio that includes income, accounts, budgets, insurance, taxes, and investments. Once the money is invested, an investment manager ensures that your investments are accounted for, maintained, and put to their best and highest use.

It is a common misconception amongst people in the UK that you have to be well-established in your career, a high-income earner, or wealthy to hire a money advisor or consider thinking of investment management.

According to research, people who work with investment managers, it doesn’t matter how much they make, are more likely to report stability, confidence, and happiness in their personal and financial lives.

Investment managers keep your investment plan on track

If you started investing late, how can you make up for the lost time? How much money you should save for retirement considering your current age? As you get older, is it necessary to change your investment portfolio?

Thinking of these questions might give you cerebral pain.

However, an investment advisor or investment manager knows the math and can help you make informed decisions, allowing you to keep your investment plan on track. With an investment manager by your side, you don’t have to worry about your retirement, your child’s education, or making poor investment choices.

Investment managers do more than investing your money

Most people think that financial consultants are only responsible for investing money. Well, it is one of their many responsibilities. An experienced financial consultant work with the client on a plethora of financial tasks, which include:

• Coming up with spending strategies, especially for the time when you retire or have to put your children through college or providing long-term care planning for when in case, you or your loved one needs medical care. Hospital charges can burn a hole in your pocket.

• Most people don’t know what tax law applies to their financial situation. A financial consultant can help you know which of your investments and assets will have a significant influence on your taxes.

Different kinds of investments make a portfolio. An investment manager knows how to invest your money in diverse platforms, based on your income and financial status.

Investment managers save you time and stress

Coming home after a typical workday and then sitting down with your calculator and bills to plan your next move can be daunting. Simply put, you can’t put hours into researching and looking for investment reviews online without stressing about it and getting anxious.

Most importantly, probably you don’t have the knowledge and expertise to determine which investments are the best. Therefore, you are always prone to making bad investment decisions that can cost you tons of money.

An investment manager saves the hassle of spending time looking for investment opportunities.

To get a free investment & investment management consultation, simply fill out the form at the top of this page, it only takes 10 seconds. One of our investment advisor experts will be in touch with you shortly after you submit the form.

Alternatively, give us a call on 0131 564 0678.

If you would like more information please visit our general financial advisors page.


Completely Free

You will not be charged for us matching you with a financial advisor.

Local Advisors

We only work with advisors who are local to you and your surrounding area.

Fully FCA Regulated

All our advisors are regulated by the Financial Conduct Authority.

Experienced and Qualified

We ensure our advisors are properly qualified to provide the best advice to you.

Quick and Hassle Free

You can be matched with your financial advisor in less than a minute!


Your Finances in Safe Hands

At BEST FA, all our financial advisors are experts with many years of experience under their belt. Furthermore the suitability of the advice they give when recommending any wealth management products is guaranteed.

This quite simply provides you with reassurance and peace of mind when planning your financial future.

Please also remember that there is absolutely no obligation that you have to use the services of any advisor we match you with after you have had your free initial consultation.


Edinburgh Based Fully Regulated Investment Advisors.

Whether you are looking for investment advice or investment management, get in touch with Best FA today for a 100% free no obligation investment consultation with one of our local experts.

Make sure your getting the most out of your finances and your financial future is secured.

Simply fill out the quick form below to be matched with a investment expert today!