“My two rules of investing: Rule one – never lose money. Rule two – never forget rule one.” – Warren Buffett
Investing your hard earned money is a big decision. With so many investment plans / products we can help you to decide just how best to invest your monies.
How an Investment Fund Works
Your Capacity for Risk?
The first thing that any one should consider prior to investing is their capacity for risk. In other words at what point do you become uncomfortable if your investment starts to incur losses.
We would help you to identify clearly your capacity for risk and on that basis we would then help you to identify an investment opportunity that would work for you.
We would also be happy to review any existing investments to ensure that they are appropriate for you.
It is essential to continue to actively review your investments to address any concerns that you may have. We can help you with this process.
We have extensive experience of helping clients build diversified investment portfolios seeking targeted growth whilst managing investment downside.