Calculator

Investment Calculator

Project the growth of your investments with my free investment calculator. ISA, pension and general investment options.

Estimates only • FCA Guidelines Applied • Capital at risk

Initial Investment

Lump sum investment

Monthly Contribution

Regular monthly investment

Investment Period
years

1-50 years

Expected Return

Conservative: 5-7%

Investment Type
Inflation Rate

Bank of England target: 2%

Investment Projection Results
£0
Future Value
£0
Total Invested
£0
Investment Growth
0.0%
Real Return Rate

UK Tax Considerations 2026

✅ Within ISA annual allowance (£20,000)

• Tax-free growth and withdrawals

• No personal allowance restrictions

Investment Strategy Tips

• Diversify across asset classes

• Consider your risk tolerance

• Regular investing reduces volatility

• Review investments annually

• Consider tax-efficient wrappers

Important Investment Information

• Past performance is not a reliable indicator of future returns

• Inflation may reduce the purchasing power of your investments

• Tax rules and allowances may change

• Consider seeking independent financial advice

Need investment advice?

I can help you build a diversified investment portfolio tailored to your goals and risk tolerance, review your existing investments, and ensure your strategy aligns with your financial objectives.

Book Your Investment Review

If you found this investment calculator helpful, feel free to share it with someone interested in understanding their investment growth potential.

This calculator provides estimates only and is not financial advice. Investment returns are not guaranteed and markets can be volatile.
Michael Hawkins

Independent Financial Adviser

Get in Touch
01935 584 575

Michael Hawkins is an adviser with Julian Harris Adviser Network Limited, authorised and regulated by the Financial Conduct Authority. FCA No. 304155. Registered office: Julian Harris House, Musgrove, Ashford, Kent. TN23 7UN.

Mortgages: Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Please note that some mortgages such as commercial BTLs are not regulated by the FCA.

Investments and Pensions: The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.

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