Delivering a clear strategy in line with your goals & expectations
Before entering into any investment, we believe it is fundamental that you have an understanding of the risks involved in investing your money, and the ways in which risk can be managed.
With this in mind, we undertake to guide you through an overview of investment risk and the way in which we view the investment landscape, in line with your understanding and experience.
Risk is an element of our everyday lives; whether it be the risk we take in crossing a busy road or that of committing to buy a new house or switch to a new job. Consciously or subconsciously, we evaluate the risks involved in, and the potential outcomes of our actions and make decisions based upon our understanding of, and willingness to accept, the risks involved.
We undergo a similar process of evaluation when it comes to investing money, the difference being that it is often difficult to imagine the risks involved in the decisions we make, and hard to predict the outcomes as it is difficult to know what the future may bring.
In order to assist you in understanding the risks surrounding your investments, we will discuss your specific objectives and the risk factors which may affect your investment. We will help you to design a financial plan which takes risk in all its forms into account and provide you with an investment recommendation which is suited to your risk profile, alongside the most suitable tax planning strategies.
Request one of our guides or brochures, speak with or meet an adviser or book a platform demo. Get in touch.
I first had involvement with the team when my colleague (Company Financial Director) decided to change our company Pension / Financial Advisers in 2005. I met with an adviser and at the time and as I was retiring in 12 months I had some concerns about a new company and what advice I would receive. The adviser was able to explain what he and his associates thought would be the most beneficial. I am delighted that they have now started up there own organisation Ernest Grant and look forward to a long and prosperous relationship with the team.
Your own set of life goals is as individual and unique as you are! We work with you to design and implement a plan which is bespoke, flexible and achievable.
Whether starting out on your pensions journey or considering your options in retirement our specialists can help deliver tailored solutions.
The use of a Will and various types of Trusts can help to protect your assets and ensure your intentions are realised and your loved-ones are protected.