Investment Advice
Investment Advice and Wealth Management
Investment risk
We believe that the first step to effective investment management is not product focussed.
First of all, we must obtain a clear picture of your objectives, for example whether income, capital growth or both is required. From our initial information gathering meeting we determine time periods involved and the level of investment risk that you are comfortable with and happy to take.
We must also consider the taxation consequences of various investments and the most tax efficient structure for your particular circumstances. Once we are satisfied that we have a total understanding of the above, we can start to select suitable products and investments.
We recognise that no single investment house can be pre-eminent in every area of investment all of the time. By investing in a portfolio of funds from some of the worlds leading investment managers, we can give clients efficient access to these vehicles, combining attractive performance opportunities with strong risk discipline.
We will carry out a full analysis of your financial situation, attitude to risk and investment requirements and make recommendations based upon our discussions and the information provided.
Our scope of research is not limited to one provider, like a Bank or a Building Society. We research the whole market to ensure that the recommended investment provider will provide a product which is suited to our clients needs and aspirations.
By seeking the guidance from an Independent Financial Adviser, who acts for you and not other institutions, you can rest assured that investment recommendations are fully researched and documented, with peace of mind.
Investments are constantly changing and evolving and it would be foolish to assume that things put in place today, would always continue to be the top performers of tomorrow and beyond. Our annual (bi-annual in some cases) review process is therefore key to our service offering.
If we feel that the investment selected is failing to meet your objectives we would recommend a meeting to review your investments to consider a switch to a more appropriate fund.
We do not normally make a charge or receive a fee to switch one investment to another so you can be confident that our advice will never be swayed by our own financial gain.
Plan for tomorrow, Call us today
Your property may be repossessed if you do not keep up repayments on your mortgage.
For mortgages you can choose how we are paid: pay a fee, usually (0.50%) of the loan amount, or we can accept commission from the lender.
An Appointed Representative of Sesame Ltd which is regulated by the Financial Services Authority
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