Investments
It is our role as financial advisers to help you meet your objectives. You need to give some thought to what those objectives and timescales are. For example, are you saving for a particular purpose, or do you require a regular income from your investments?
We will advise you and recommend an investment strategy appropriate for your needs and best suited to your attitude to investment risk and tax position.
We also offer an ongoing service in order to enable you to keep track of your investments, making sure they remain in line with your objectives.
Most people want investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Be aware of anyone who claims otherwise.
We believe that advice is important as circumstances and legislation can change over time, which may mean that your existing investments are no longer appropriate for your needs.
Why do I need to invest?
To meet both short and long term investment needs. Short term needs may include saving for a car or a holiday, whereas long term investment needs could be saving for retirement, school fees or providing capital for children as they grow up.
Helping you with your Portfolio
The various assets owned by an investor are called a portfolio. As a general rule, spreading your money between the different types of asset classes helps lower the risk of your overall portfolio under performing.
Managing investments takes time. This is where we can help, both in advising you on your investment needs and assisting you in managing your portfolio.
Please contact us so that we may assist you in determining an investment strategy best appropriate for your needs and circumstances.
Ethical Investing
From plastic bags to reusable coffee cups, clients are becoming more aware of the impact of consumerism on our environment and society and the impact their money has when they make investment choices.
Because we understand how important it can be for our clients to make a conscious decision on their investment choices based on their ethical values and beliefs, we offer a Discretionary Investment Management Service.
A Discretionary Investment Management Service is where you can give us the authority to make decisions about buying and selling financial products on your behalf.
Our approach to your investment strategy is designed to reflect your needs.
The value of investments and income from them may go down and you may not get back the original amount invested.
