Investments

Investments offer real opportunities to achieve goals that would otherwise be unobtainable.  Investments necessarily involve a level of financial risk, but why take more risk than you need to, or can afford to?

3 factors are considered when deciding how much financial risk you should take:

Defined by the investment returns need to achieve your financial goals, starting from your current financial position.

A short questionnaire is used to determine your risk profile, on a scale of 1 to 10, where 1 is risk averse and 10 in most adventurous.  This is used as the starting point for a discussion, that will take into account factors such as you previous investment experience.

Determined by your  other sources of income and the proportion of your overall wealth that the investment represents.

Investing in individual companies or assets is highly risky and best left to professional investors. For the majority of people, your money will be invested in collective investment funds that are regulated by the Financial Conduct Authority. These types of fund pool investor’s money and select a wide range of investments to minimise the consequences of any single company or asset encountering problems.

We will ensure that your investments are as tax-efficient as possible using your ISA, CGT, dividend and personal allowances where appropriate.

For more experienced investors we offer:

  • Enterprise Investment Schemes
  • Seed Enterprise Investment Schemes
  • Venture Capital Trusts
  • Structured Products

Discover how we can help ...

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