Working hard for your money ?
Would you not prefer your money to work hard for you ?
We have a wide range of Investments to suit everyone from the seasons investor to the first time low risk investor.
As we hold agencies with many investment companies and this gives us access to both Capital Protected and Non-Capital Protected products.
We ask clients to complete a short questionnaire during our annual review meetings. This questionnaire asks 15 multiple choice questions, and the answers that the client gives us helps form a report that is then given to the client. This report gives us a good indication as to where the client is on the risk scale, we then use this to form a basis for our recommendations. Therefore, each fund choice is tailored to each individual client, based around their appetite for risk.
Why not contact us today and see how we can help you make your money work a little harder for you.