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:


    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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    02922 671 957 Request a Callback