Investments & Savings
Central to any investment product is understanding and managing our clients’ attitude to and appetite for risk, so our investment process necessarily commences with a risk assessment exercise.
There is a risk level scale which goes from very low risk to very high risk. The outcome of our risk assessment and our discussions with you regarding risk will indicate where on this scale you sit. This will in in turn help to inform the type of product you invest in and the fund(s) within that.
People save for many reasons such as for education or for a rainy day fund, and lump sum investments could come from an inheritance, a tax free lump sum on retirement, a redundancy payment.
Whether you wish to save regularly or invest a lump sum we can find the right product for you.
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Get in touch for a free financial review.
Let us work with you to tailor a solution best suited to your particular situation.