Investments

Investments can go down as well as up – and they do.  

In today’s volatile markets, it’s even more important that your portfolio is carefully constructed in a way that fits your views about risk, and the timescale over which you will be investing. 

How long is it since you took a detailed look at the overall balance of assets in your portfolio?  How much do you have invested in each of the major asset classes?  Is this right for your personal situation?

We can:

  • Rebalance an existing portfolio
  • Pull together and rationalise a collection of disparate savings collected over time  
  • Help you build up your savings and meet your goals by working out an affordable regular investment

On an ongoing basis, we will review your investments and their suitability for you, and make alterations in line with changes in your situation and the global economy.