Choosing the right investment opportunity for you, can be a tough task. The Investment area is an ever changing and volatile market, and It is our role as IFA’s to help and guide you to achieve your goal by using opportunities that fit your desired strategy and risk attitude.
This page is for information purposes only and should not be used to make investment decisions
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THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED
Investment Advice
The Process
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It is our role as IFA to help you choose the right investment. We aim to help you reach your goals by understanding your strategy and risk profile. Sensible investment planning revolves around understanding your investment aims. Therefore, our approach to investment advice is to establish several key pieces of information about you and tailor our advice around this information.
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These include:
· Your future plans
· Your timescales
· Your attitude to investment risk
· How much accessible cash you should retain?
Our Approach:
· Initial Consultation – We will arrange a time we can meet in person or online to discuss your needs. In this initial meeting we will complete a fact find and complete your risk profile. This is a set of questions to help us as IFA's to understand your attitude to risk. This is the most vital set of information we need as this will help us make a recommendation.
· Our Research – After the initial consultation we will take away all the information we gather to assess your risk profile and we will use that information to give you options of where to invest.
· Recommendations – Once we have produced some options for you, we will present them to you for your consideration and any questions you may have. At this stage we can review your risk profile if you are not comfortable with the results of the recommendation, or if they did not meet your initial expectations.
· Application Process – Once you are 100% happy with the recommendation, the application process can start, and your money will start working for you!
As with every element of the financial world, everyone’s need, and goals are different. One opportunity will suit more than others and that is our job to identify the right one for you. If you are interested in investing, please contact us as we will be happy to discuss in further detail.