Lump Sum Investors

Whether you have emigrated with the proceeds of your life savings, received an inheritance, sold a business or property, or even recently divorced, a significant lump sum of money will almost always raise questions as to what to do with it. 

While some investors have very large resources and require investment analysis only, for most people, a number of questions should be asked before an investment solution is considered:

• Does this money mean you will be retiring or making changes to your lifestyle
• Are there any specific needs these funds will need to cater for
• How will your future plans impact on how the funds should be managed

These questions are typically asked in addition to the central financial planning question which can be summarised as, ‘what do you want your future to look like and how can we make sure this eventuates’.

Endeavour can help with

• Lump sum investment
• Portfolio construction and management
• Retirement planning and analysis
• Asset protection and estate planning
• Investment for growth
• Investment for the generation of regular income
• UK Pension transfers