Taking control of your finances today can have several benefits in the future including making provision for your retirement and making the most of your savings when retired.

As your life and circumstances change, your needs and priorities alter, whether it’s investing for your children’s/grandchildren’s future or investing money of your own, NAHT Personal Financial Services can help you make the choice appropriate for you.

There are many types of investments available and searching through the market can be a minefield, there is so much choice. You may want to invest money to generate an income, or for growth. Whatever your individual needs, NAHT Personal Financial Services can tailor solutions to meet them. We can help you learn about the different types of investment available to you, before you invest your hard earned money.

Monitored Informed Investing

Investing your money is typically a medium to longer-term commitment – and SFS recognises that the journey towards achieving your goals is an equally important consideration. That's why they've developed a unique, market-leading investment solution – Monitored Informed Investing (MII) – where they support you every step of the way in aiming to realise your financial aspirations.

For a minimum investment of £20,000 (per individual or couple), MII aims to deliver you above average returns over the medium to longer-term. From helping you to carefully select the right MII Core Funds to invest into – based on your appetite to risk and reward – to regular updates on how your investments are performing, you can be assured SFS will always be working with you towards achieving your goals.

There are six distinct elements that combine to make this a unique offering. Click here to read about them.

Why not call a member of SFS's Investment team now on 0800 012 1248 to arrange a no-obligation consultation with an SFS Financial Adviser who can assist you with all your future financial planning needs.

The Stocks and Shares ISAs and Funds available through SFS's Monitored Informed Investing (MII) proposition are not like a bank or building society account as the value of these investments can rise and fall and your capital is at risk.

The tax treatment of you as an individual depends on your own personal circumstances and may be subject to change in the future.

Investment Consolidation Service

Do you have ISAs, Unit Trusts or OEICs held with different companies?

Wouldn't life be so much easier if all your investments were kept in one place? If you're tired of sifting through the masses of paperwork sent to you by each fund provider and want a simple and convenient way to manage your portfolio then why not take advantage of our free Investment Consolidation service.

What’s involved?

Skipton Financial Services (providers of NAHT Personal Financial Services) has teamed up with Cofunds, one of the UK’s biggest fund supermarkets to provide a convenient service that allows you to keep track of how your investments are performing. Cofunds simply take over the basic administration of your investments so there is no change to the investments themselves – just additional benefits to you.

The benefits

• Your investments will be kept in one place, allowing you to get a single, up-to-date picture of your portfolio.
• You are able to move your investments and switch between funds and fund companies, quickly and easily.
• You can request portfolio valuations and reports whenever you wish.
• You only have to deal with one contact and one administrator.

To re-register your investments today:

• Call one of our Funds under Management Consultants on 0800 085 0459 to arrange setting up the management of your funds.

Alternatively, visit www.sfsinvestdirect.co.uk where you can instantly consolidate your investments online, as well as benefiting from additional online tools.

To request more information, please call 0800 085 0459, quoting NAHT.