Asset Management and investment

Warning: The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

It is vital that anytime you make an investment you are fully aware of what you are investing in. The first stage is to identify your own attitude to risk and what you are looking for the investment to achieve. When this is known we can look at the products and fund options that match your individual profile. We can then use this to build a fully unique investment portfolio which will then be reviewed to ensure it is performing well and continues to meet your evolving needs.

It is important that you take advantage of professional advice in this area as making the right decision can have a huge impact on the investment performance. It is also equally important to review your portfolio on a regular basis and as your Financial Adviser this is where I really add value. Most investments are set up and not reviewed again until the funds are required. During this time fund performance can dramatically change and the best fund one year is rarely top the following year.

If you are looking to set up a new investment or review an existing one please contact me and I'll be happy to discuss your options with you.

Please have a read of my investment brochure:

Guide-to-Investing 2017.pdf

For full details regarding the funds, including fact sheets and marketing literature, please contact me.

 Phone: 01793 354443