Investment Advice
As there are so many products available into which you can invest it is important to choose the ones that match your own personal needs.
Before we provide you with any advice on investments, we will need to discuss your existing investments and savings and establish what your investment objectives are. This will depend on your attitude to investment risk, the length of time you wish to invest for, the charges that are being made by the product provider and if the investment has any tax advantages over other investments.
Our initial meeting with you will ensure any advice we give is based on your own personal circumstances.
Collective Investments
We can advise you on collective investment schemes which are an arrangement that enables a number of investors to ‘pool’ their assets and have these professionally managed by an independent fund manager.
Investors in such schemes are able to reduce risk by spreading their investments more widely than may have been possible if they were investing into the assets directly.
If you would like any further investment advice please contact us.