5 Steps

to Investment Planning

Investment planning.

Find something worth saving for.

It’s just as important for us as it is for you to have a clear vision of what you’re saving for. On a psychological level it helps you focus your mind on your goal while also setting a financial target to reach. If you’re clear on where you want to go, we can help create a saving strategy to get there. It’s the secret of success.

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Plan your future today.

What would you save for?

The “nice surprise for the kids” fund.
The “go travelling silver style” fund.
The “retirement cottage by the sea” fund.
The “rainy day” fund.
The “classic car” fund.
The “no worries” fund.

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Why are you investing?

Line your own pockets not the tax man’s.

Amazingly 98% of savers needlessly pay tax on their savings. At Davis Martin our advice helps you keep most, if not all, of your investment return. After all it’s your money, why should the tax man benefit?

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Investment Return

Want your investment return tax free?

If your bank tells you that your interest rate is 5%, you’re still paying tax on that figure, which means, if you pay 20% in tax on your interest that 5% becomes 4%. Crazy isn’t it.

Thankfully we know to put your money in the right tax environment so that you pay less (or no) tax. Then we can invest that fund into lower risk areas so that the money the tax man would take works hard making money for you, not him.

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The Difference

1% soon adds up.

It might not seem like much but it’s incredible how 1% adds up. Take a look at this graph and see the huge difference it can make.

Let us help you make the most of your investments today and save the Davis Martin way.

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"Davis Martin have helped us generate more money for ourselves, not the tax man. We don't pay tax on our savings. Why should we? It's our money not the tax man's!"

Previous Customer, Oldham