Welcome to our Guide to Investing. 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, we can provide the quality advice, comprehensive
investment solutions and ongoing service to help you achieve
your financial goals.
Whatever stage of life you’ve reached and whatever your plans
are, you’ll want your money to earn the best return possible
without taking undue risk. That’s why it’s important to invest in a
way that’s right for you and that will meet your goals.
In our guide, we explain how we can help you create a personal
investment strategy, built upon an understanding of your
individual circumstances and financial ambitions. Our aim is
to give our clients the confidence that comes from a better
understanding of their financial position, let them know what their
options are and provide a plan to help them get to where they
want to be that will respond to changes in their circumstances
and the financial markets.
The value of an investment will be directly linked to the
performance of the funds you select, and the value can therefore
go down as well as up. You may get back less than you invested.
You should also bear in mind that the levels and bases of
taxation and reliefs from taxation can change at any time and are
generally dependent on individual circumstances.