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.
Sustainability Factors – Investment/IBIPS/Pension Advice
When providing advice, the firm considers the adverse impact of investment decisions on sustainability. As part of our research and assessment of products,
the firm will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG products. The firm
will at all times act in the client’s best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of
We are remunerated by commission and other payments from product producers. When assessing products, we will consider the different approach taken
by product providers in terms of them integrating sustainability risks into their product offering. This will form part of our analysis for choosing a product providers.
Warning: The Value of your investment may go up as well as down. You may get back less than you put in. Warning: If you cash in your investment before the maturity date, you may lose some or all of the money you put in. Warning: Past performance is not a reliable guide to future performance. Warning: These figures are estimates only. They are not a reliable guide to the future performance of this investment.