Investments

Investments take many forms of asset classes – National Savings and cash accounts, gilts and corporate bonds, commercial and buy-to-let properties, Unit Trusts and OEICs, ISAs and Venture Capital Trusts, through to direct equities, hedge funds, private equity funds and commodities.

Every investor has their own risk profile and it is important that this is fully understood and explored before making any investment decisions. Our aim is to help our clients understand this risk before making such decisions. As well as your risk profile, we take into account a number of other factors, which include financial objectives, investment term, taxation, asset classes and the importance of diversification.

Portfolios are tailor-made based on your own needs and risk profile, which may include offshore investments for tax purposes.  Selecting the right combination of assets is vital for reducing risk and maximising performance.

To find out which Investments may be suitable, please contact us.  

THE SMALL PRINT

The value of investments and any income they produce can fall as well as rise and past performance is not an indicator of future performance. Investors may therefore get back less than invested and should be aware of this risk before investing.