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Investment Advice

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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.

Most people want investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware of anyone who claims otherwise.

Sensible investment planning revolves around understanding what your investment aims are.

Broadly speaking 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, using the investments best suited to your investment attitude and tax position.

You may be willing to accept a degree of short-term risk with an investment that is made for later in life, such as those intended to fund your retirement.

But short-term safety should be your priority if you’re likely to need the full amount in the near future, for a deposit on a house for example.

We will help you develop an investment strategy that is appropriate for your needs, using investments that suit your attitude to risk and tax position.

Citywire News

Wealth Manager Top 100 2017: the next 25 heavyweights

Friday, 20 October, 2017 - 00:01

We reveal in alphabetical order the second batch of 25 names in our annual survey on the most influential people in fund selection across the private client industry.   

BBC Business News

How the paper clip became a million dollar idea

Friday, 20 October, 2017 - 00:24

The BBC's Aaron Heslehurst explains how the paper clip became a million dollar idea and inspired a resistance movement.

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