Investment

Looking at your financial plans we will recommend investments which match your personal requirements. We will take into account a whole range of information before recommending an investment portfolio to suit your needs.

Within this portfolio different investments may be being used for different parts of your financial plans.

We will recommend appropriate funds within each investment that match your particular requirements taking into account amongst other things the anticipated timescale of the investment, your personal attitude to risk and your capacity for loss.

Attitude to risk will vary from person to person, some people will be very cautious whilst others will be prepared to take a more speculative approach which will involve a greater level of ups and downs in their fund value at various times. A key part of our discussions will centre on this.

Your capacity for loss is also a key part of our discussions and really centres around how it would affect you if you were to lose money on an investment.

Getting these two factors right will enable you to sleep easy.