Investments

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. What you need to give some thought to is what those objectives are. This is an area in which compromise and self-understanding are essential.

Broadly speaking everyone wants investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.

Sensible investment planning revolves around understanding what your investment aims are. The longer that your investment is to be left alone, (e.g. for retirement), the higher level of short-term risk that is acceptable. If however the money is needed in full in the near future (e.g. for a house deposit) then short-term safety is essential.

In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your investment attitude and tax position.

We use cookies to give you the best online experience. By agreeing you accept the use of cookies in accordance with our cookie policy.

Privacy Settings

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. Control your personal Cookie Services here.

These cookies are necessary for the website to function and cannot be switched off in our systems.

In order to use this website we use the following technically required cookies
  • wordpress_test_cookie
  • wordpress_logged_in_
  • wordpress_sec

Decline all Services
Accept all Services