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Savings & Investments

Whether it be a lump sum investment or monthly savings, our approach to investing is straightforward. You tell us about your current situation and your financial objectives and when you want to achieve them – we will provide guidance and help you choose the right way to invest.

Investing requires careful consideration and you need to be comfortable with the level of investment risk you are willing to take. This is our area of expertise – we will guide you through appropriate investment strategies which are relevant to the amount you wish to invest, include any legacy investments you might hold, how long you wish to invest for and align this with your own objectives.

As with any plan and investment strategy, ongoing reviews are the key to success. We will ensure we review your portfolio with you on a regular basis to help ensure your plans remain on track.

Logan Smith

Trainee Financial Planner

Having enjoyed working in the finance sector over the past few years, it gave me a flavour for the industry and fuelled my drive to expand my knowledge further. This led me to the Trainee Financial Planner role at Bonum Wealth. I am eager to develop a strong understanding of the technical aspects of financial planning through a combination of on-the-job learning, as well as studying for my professional exams (CII’s Diploma in Regulated Financial Planning).

In my spare time, I enjoy watching and playing football, going to the gym and travelling. Sport has always been a passion of mine- after leaving school, I studied Sport & Physical Activity at the University of Strathclyde and gained a First-Class Honours Degree.

e: logan@bonumwealth.co.uk

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Chris Scott

Client Support

I have been working for Bonum Wealth for over 2 years. I now hold the title of Client Support. As well as continuing to learn on the job, I am studying for my professional exams.

In my role as client support, I hope to continue learning the more technical aspects of financial planning and expanding my knowledge in this field.

In my spare time, I enjoy being at the gym, going for long walks, spending time with my friends, travelling, and exploring new places.

e: chris@bonumwealth.co.uk

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