Investment Planning
Investment Planning Tailored to Your Goals
Grow and protect your wealth with independent financial advice tailored to you
Whether you're investing for long-term growth, generating income, or preserving your capital, a clear and personalised investment strategy is essential. At Thirlwell IFA, we provide expert investment planning in Wiltshire, helping individuals and families make confident, informed decisions about their financial future.
Personalised Strategies, Built Around You
No two investors are the same. That’s why we take the time to understand your goals, time horizon and attitude to risk before creating a tailored investment plan. Whether you're saving for retirement, supporting loved ones, or simply building financial security, our advice is built to match your ambitions.
Our clients benefit from access to a wide range of risk-rated, diversified portfolios that invest across multiple asset classes, sectors and regions. This approach allows you to spread risk and harness growth opportunities—while keeping your investment strategy aligned with your personal circumstances.
Diversification and Ongoing Support
We focus on:
- Tax Wrapper Advice – i.e ISA, Pension, Investment Bond, Junior ISA, etc
- Asset diversification – including equities, fixed income, and alternative investments
- Portfolio rebalancing – matched to your risk tolerance and goals
- Expert fund selection – advised by trusted, experienced investment professionals
Our investment planning also considers broader factors like inflation, tax-efficiency, and market conditions—ensuring your strategy is built for long-term performance.
Whether you're new to investing or looking to review an existing portfolio, we provide clear, independent investment advice.
Helping Investors Stay On Track
Your investment journey doesn't stop once a plan is in place. We offer regular reviews and ongoing guidance to ensure your portfolio continues to support your evolving goals.
The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief generally depends on individual circumstances.
Auto-Enrolment products are not regulated by the Financial Conduct Authority.