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Our training equips us to advise you on the following
about Investments.
Unit Trusts and Investment Trusts, bonds, ISA's
and PEP transfers, annuities and ethical/green investment.
Whether you have already accumulated a certain
amount of capital that is superfluous to your day to day living
needs or would like to get to that position, we can help and
advise.
We hear about the huge amounts of money that
float around in the investment markets, banks, finance houses
and other city institutions. These are usually such mind boggling
figures that we all feel we cannot possibly become a part of
it all and have a share for ourselves. This is not the case.
Divide the money you are saving or investing
into three piles. One for readily available cash for emergencies
and the unpredictable. A second for less immediate needs like
holidays, next Christmas, the deposit for the new car and so
on, where it can be left for three to six months without need
for access. And a third - the key to tomorrow's fortunes - that
you can forget about for the next five years or more.
It takes discipline but even if you commit a
small sum to longer term savings or investment, you are likely
to see returns far in excess of deposit accounts. Admittedly
there is more risk involves but as we are talking years rather
than weeks, then a glance at any part performance chart will
show that historically, although not necessarily a guide to
future performance, returns have been much higher.
As your Independent Financial Advisers we will,
through the use of sophisticated investment modelling software,
help you discover your attitude to investment risk, whether
that is very cautious or quite adventurous. We will then design
an investment portfolio that matches that profile.
Our clients capital portfolios typically run
from a few thousand pounds up to £1,000,000 and for regular
savings from £100 to several thousand pounds per month.
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