Before investing any sum of money some fundamental principles have to be established. These principles include ensuring there is adequate day to day money available for immediate needs and a reserve is in place when required.
After establishing a suitable reserve and taking in to account any planned expenditure then the balance could be considered for investment.
One key element in selecting a suitable investment is the client’s attitude to risk. Once the attitude to risk has been discussed and confirmed we are ready to discuss the most suitable product taking in to account suitable tax wrappers and achieving the clients income or capital growth goals.
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Our website offers information about investing and saving, but not personal advice. If you’re not sure which investments are right for you, please request advice, for example from our financial advisers. If you decide to invest, remember that investments can go up and down in value, so you could get back less than you put in.