As life moves on so will your financial needs. The majority of us do not like to gamble with our savings but it is important to understand that you’re always taking on some risk when you invest. The key principle is to understand the types of risk and the level you would be happy to accept or not accept. That is why we firmly believe in the value of professional financial advice.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, short or long term, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.
Deciding on the right investment strategy will determine the right investment products such as investment bonds, NISAs, stocks and shares, unit trusts to name but a few. Each type of investment will be subject to different tax rules, allowances, and may provide returns as either capital growth or income. Our role is to determine which strategy best suits your needs now and into the future.
Ask yourself these questions:
- Do you have the time to do the research?
- Do you have much experience, knowledge or skills when it comes to investing?
- Can you afford to lose any money?
- If things go wrong, are you comfortable taking responsibility for any bad investing decisions?
If the answer to any of these is ‘No’ then seeking financial advice may be your best option. Talk to us now to see how we can guide you and set a clear investment strategy that is tailored specifically for you.