top of page
Modern House

Lump Sum Investment 

Lump sum investments provide an alternative approach to building wealth, offering the potential for accelerated growth. Whether it’s an inheritance, a bonus, or the sale of an asset, individuals may find themselves in a position to invest a significant amount of money at once.

​

This approach can be advantageous in capturing opportunities and potentially yielding higher returns over time. However, it’s crucial to consider the level of risk and potential market fluctuations when making lump-sum investments.

​

At Global Wealth Solutions, our financial advisors can help clients evaluate their risk tolerance, investment goals, and markets to make informed decisions about allocating lump sum investments across a diversified portfolio that aligns with their long-term financial aspirations and risk management.

​

To take advantage of the stock market ebb and flow, there’s one factor that trumps all others: time. The greater the length of your investment, the more time your money has to grow.

​

Have a significant sum you’d like to invest – from a sale, bonus, pension or inheritance, perhaps?

​

Our expert IFAs have access to a huge range of funds and will recommend options to achieve your goals.

​

Unlike bank savings where you can lose value, lump sum investments keep a large proportion of your cash working for you. Other benefits include:

​

  • A risk factor to match your approach

  • Potential for larger returns over the long term

  • Fewer transactional costs, meaning lower fees

  • No need to make regular payments

Let’s Work Together

Get in touch so we can start working together.

  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

Thanks for submitting!

© 2035 by Knoll & Walters LLP. Powered and secured by Wix

  • LinkedIn
  • Twitter
bottom of page