We believe that we can help you make the best investment decisions but fully recognise that this is only a good start on what should be a smooth investment journey with a safe return on the investment.
Staying On Track
Therefore we back up our initial recommendations and decisions with ongoing pro-active confirmation that the investment strategy is on track to achieve the financial targets set.
We know what can go wrong with investments and also understand the measures of success. All key performance indicators are assessed and reviewed continuously.
“To optimise our client’s investment returns from the equity market over the medium to long-term.”
We recommend investments that are suitable, which you are eligible to invest in and are affordable.
You will be invited to complete an Investment Risk Profile to assess your attitude to risk.
We will review previous investments, if any, to get your views on what you might do differently.
We will understand the financial goals that depend on this investment and plan accordingly.
We will research the market and consider many investment options to get the right investment mix.
You will understand the reason why we selected an investment because that will be included in our report.
The value of your investment may go down as well as up.
Past performance is not a guide to future performance.
Investment Risk Profile
You can complete your own risk self assessment by clicking here – INVESTMENT RISK PROFILING