Investment planning always starts with you.
What are your financial objectives?
What is your attitude to risk and capacity for loss?
What is your experience and knowledge of investing?
What do you already have in place?
With this information we will produce a strategy for you to acheive your goals; if there is a shortfall, we will make recommendations to address this accordingly. The key to a successful investment portfolio is investing in a number of different assets which meets your tolerance to risk. By using tax efficient wrappers, we will create a suitable investment portfolio. As time goes on and your circumstances and needs change it is important that your portfolio changes too; we will regularly review your portfolio to ensure it remains on track to meet your objectives.
The tax treatment depends on your individual circumstances which may be subject to change in the future.
The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.