There are many options out there for people with money to save or invest. The terms, levels of risk and potential returns can vary greatly, and it can be difficult to build a portfolio that aligns with your own objectives and needs.
We can help you make the right choice. Whether you are saving money towards a goal or investing a lump sum, you need to ensure the product is right for you. We will help you identify your goals, attitude to risk and analyze your current situation to determine what level of security you require.
Our key principles when discussing options for our clients are as follows:
- Understanding our Client
we have a detailed discussion around past experience, investment knowledge, and what your goals are.
we go through the past performances through good and bad times to illustrate the effect various investments can have on your monies to ensure you have a real sense of how they work.
we agree what funds need to be kept available for upcoming planned expenditure and also some for unplanned emergency use. We work out what is actually available long term to ensure that you are comfortable with a long term investment horizon for the portion under discussion.
- Risk Assessment
we do a detailed risk to ensure questionnaire to ensure that any portfolio we put together matches your risk tolerance and goals.
when you are totally sure and comfortable with your decision we then place the business on your behalf with the chosen provider.
we will review this investment regularly with you to ensure it is on track with your original goals.
Some other considerations:
- You may wish to do a once off investment.
- You may have surplus company funds for investment.
- You may wish to pass money to the next generation tax efficiently.
- You may wish to save for the education of your children.
Contact us as whatever your need is we can look after you and ensure that your money is put to work in the best way possible for you. We have access to the Best Cash Deposit Rates, Multi Asset investments, Equity, Property, Gold, Market Indices, Passive and Active managers across all the major Investment Companies. We can get you the most appropriate investment solution to suit your specific requirements and can get you the best of Value, Service and Quality.