The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
It is important to understand the level of risk you are prepared to take with your investment. To get your view on risk we will need to understand a number of key factors.
Your attitude toward risk
Your capacity to take risk
Your need to take risk
Professional Advice and Guidance
The quality professional guidance we will give you helps you through this process. This means we can make sure that our solutions are right for you and that you have all the information you need to make a clear decision.
We can introduce you to worldwide investment opportunities. So wherever you decide to invest, you can be sure your money will be in professional hands.
What does Investing mean?
We invest for a number of reasons
For the family, child school fees, retirement
Build a pot of money for later use in life
Ensure that you maintain a good standard of living
Before you Invest
We recommend you address the following
We strongly recommend you address any outstanding debt you may have
It is best practice to have adequate funds you can access in the case of an emergency
You have protection in place to cover common risks such as being off work due to sickness or an accident
Retirement Income Requirements
You have provisions in place to maintain your lifestyle when you stop working
Understanding your needs and requirements
What am I investing for; growth, income or both?
What other investment products do I already have?
How long am I prepared to invest for?
Access to Investment
Do I require, or will I require, access to the money I invest at any time?
What is my tax position, both now and when I want to take the benefits from my investment?
Degree of Risk
What degree of risk am I prepared to take?
Speak with one of our Independent Financial Advisers …
Call us on +44 7932 266 717
or leave your details and our team will be in touch…