Looking After What You Already Have
You have worked hard and saved some money, or you have inherited a lump sum and now want to make sure it doesn’t lose its value – maybe even grow the amount in purchasing power.
You must now decide how to balance the need to at least keep pace with inflation with taking the level of risk that feels comfortable.
We can help you invest in a balanced way. This will usually encompass a number of components:
Cash Savings
Building Societies and Banks will give you an annual interest with no real risk; however, over time, the interest rates have been lower than rate of inflation and that has reduced the purchasing power of your money.
Investments
Investments come in all shapes and sizes, ordinary equities, buy-to-let houses, trees in Brazil, even potatoes in Kenya – we are happy to guide you through not only what will be best for you financially, but also how you want to use the power of your money to support the things you care about.
Investments differ from cash savings in that the value of your investment goes up and down - you might even lose money on an investment.
Clients with sufficient funds can have their own portfolio of ethically screened equities. We work with a number of stockbrokers who have the experience and analytic support to enable them to provide you with a very professional service.
All investments carry a level of risk, and these range from the high risk funds to the lower risk funds Our task is to produce a range of investments that meet your overall needs for growth and income within a risk level that is comfortable for you.
