Investing and Risk

Investing can be daunting for the uninitiated and there are a number of risks associated with investing that need to be understood and accepted by anyone prior to investing their savings.

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    Attitude to Risk

    The starting point when discussing risk, is to assess each individuals’ attitude to risk.  We use a combination of theoretical analysis and personal interaction to assess what is most appropriate for you.  We will show you what risk looks like to give you the best idea of what to expect.

    In addition to analysing specific risk profiles, we will forecast with your fund and time horizon, to look at a more personalised model of what could happen:

    Strategy

    Once we have established you attitude to risk, we will look at the most appropriate strategy for you.  Being proudly independent we offer a broad number of strategies.  We understand that what works for one, may not be appropriate for another, for some a blend of approaches may be the best fit.

     

    Fund Selection

    Because we have no bias to product providers or fund houses. Once a strategy is agreed we will combine our cutting edge research tools with our personal Adviser experience to select the most suitable investment for you.

     

    Ongoing Reviews

    We will create a plan today, to provide for tomorrow and beyond.  However we have no crystal ball and fully embrace that things will change.  Be it your circumstances, taxation, legislation or options available for you.  We review all of our clients that we service at least annually, to ensure that you stay on track, and remain informed of how your finances are doing.

     

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    Other Services

    Pensions

    Pensions can seem confusing and with good reason. There are many different types, with their own sets of rules and functionality.

    Mortgages

    The biggest asset for most people is their home. Whether you are a first time buyer, looking to review your current mortgage, or you are building a buy-to-let portfolio, we can help.

    Protection Planning

    Protection Planning is all about preparing for the unexpected. A thorough protection review can give you peace of mind that following illness, injury or worse, you can still provide for yourself, your family and your business.

    Estate Planning & Will Writing

    Making arrangements in the event of your death can be daunting, our expert advisors aim to build a personal relationship with you, so it needn’t be a difficult task. We make sure to understand you and your wishes, so that we can tailor your planning to cater for exactly what you intended.

    Tax Planning

    Each year there is an astounding amount of tax overpaid, often due to the difficulty in understanding tax requirements. But it doesn’t need to give you a headache; our team of expert tax planning advisors can relieve you of this pressure and turn it into an opportunity.