Our Investment Services
We don’t mind admitting that we believe life is for living. So, our first question will always be ‘Why are you investing and not spending the money?’
If your answer means you should be investing it, we need to know when you anticipate needing to withdraw the money and what you have earmarked it for. Is it to supplement income in retirement, to pay for holidays, to buy a car or something else?
We like to keep things simple! The worst place for a short-term investment is in the stock market and the worst place for a long-term investment is in the bank. The key to good advice is getting the balance right between the two.
If you’re investing over the long term, say more than ten years, then the stock market will be a big part of your plan. Our strategies consider that for every ten years, two or three will not be as successful as the rest. This means our ten-year strategy has predictions levelled out, and we won’t go changing direction at every market downturn.
We aim to make sure your investment works hard while you get on with your life.
Contact us today to arrange an initial consultation.