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Investments

‘MONEY IS LIKE A SIXTH SENSE WITHOUT WHICH YOU CANNOT MAKE A COMPLETE USE OF THE OTHER FIVE’ W. SOMERSET MAUGHAM

You work very hard for your money and want to be sure that wherever your investments are placed, they are bringing you the best possible return.

Investing is taking some of your money and trying to make it grow by buying things you think will increase in value. Looking into potential investments strategies, however, can be a minefield.

There are so many choices that deciding what’s best can be daunting. For example, you might invest in stocks, property, or shares in a fund.

It is therefore important that you get help and advice from a specialist.

Why choose Hartsfield as your investment management team

We are a team of truly independent financial advisers, who combine many years’ experience in advising people on the best options for their investment funds, and all our expertise is in-house.

Our investment advice will be the culmination of working closely with you, taking you through a step-by-step process, and eliminating uncertainty as far as possible.

So, when you decide on the investments for you, you can be confident you’ve chosen the best available option.

If you would like some expert, bespoke advice on investment management, the team here at Hartsfield can help. Please get in touch.

Investment Philosophy     Investment Process    Tax Efficient Investments

 

US Stocks Rise...
Wall Street traded higher on Thursday, with Apple shares rising sharply (3.3%) after Needham upgraded it to strong buy from buy. Investors' mood was also lifted as Levi's officially went public again in the NYSE. The Dow Jones was up 0.7%, the S&P 500 rose 0.7% and the Nasdaq traded 0.9% higher around 11:25 AM NY time. Historically, the Dow Jones Industrial Average reached an all time high of 26828.39 in October of 2018.
Gareth Lewis DipPFS (DM)
European Stocks Trade Mixed on Thursday...
European shares traded mixed on Thursday morning, after the Fed left its interest rate steady as widely expected and indicated that no more rate hikes would be coming this year. On Wednesday, British Prime Minister May had written to European Council President Tusk to formally request a delay Brexit day from March 29th to June 30th. The FTSE 100 increased 0.5%; the FTSE MIB advanced 0.4% and the CAC 40 rose 0.1% while the DAX 30 fell 0.2% and the IBEX 35 went down 0.2% around 09:30 AM GMT.
Gareth Lewis DipPFS (DM)

 

 

Taxation of Investments

THE TAXATION OF INVESTMENTS GUIDE

To DOWNLOAD this FREE guide which sets out the basics of the taxation of investments, please click the button below:

 

Investment Planning

INVESTMENT PLANNING AND ASSET ALLOCATION GUIDE

To DOWNLOAD this FREE guide which sets out the basics of investment planning and asset allocation, please click the button below:

 

Making the most of ISAs

MAKING THE MOST OF ISAs

To DOWNLOAD this FREE guide which sets out the basics of making the most of ISAs, please click the button below: