Investment Planning
We offer an advisory service with ongoing guidance covering all aspects of investment. Our aim is to ensure that your portolio reflects your needs and attitude to risk.
Our advice is based principally on four portfolio styles:-
Conservative - you prefer the security of cash and fixed interest investments but are happy to accept a level of stock market investment necessary to provide long term security.
Cautious - you would generally prefer to avoid the volatility of stock market investment but would accept some stock market investment if essential to provide long term security.
Realistic - you would like to ensure your short term financial security through low risk investment but also wish to benefit from long term investment returns to provide for future security.
Aggressive.- you would like some investment in higher risk investments which carry the risk of potential loss of capital, but not to the detriment of either your long term or short term financial security.
