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we believe we have the right investment for you !
There are a varied range of savings and investment vehicles and options available to the investor. Building your investment portfolio must take into account tax ,inflation, your attitude to risk and reward and balancing it to your need for income, growth or both.
Our role as your IFA is to help you choose suitable investments in order to help you meet your objectives.
You need to give some thought as to what your objectives are.
Most people will want investments which are safe, in the sense that they cannot fall, and which also offer high returns. This ideal combination is not available. Sensible investment planning revolves around understanding what your investment aims are.
Broadly speaking the longer that your investment is to be left alone, (e.g. for retirement), the higher level of short term risk that is acceptable. If however the money is needed in full in the near future (e.g. for a house deposit) then short-term safety is essential.
In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your investment attitude and tax position.
WHAT ARE FUND SUPERMARKETS?
Basically, they are companies that offer access to a wide range of other companies investments in one place
WHAT CAN THEY OFFER ME?
huge fund range and multiple investment products from which your adviser can construct your portfolio
State-of-the-art investment tools with the ability to produce detailed investment illustrations and fund key features
Up-to-date valuations covering all holdings you have on the Cofunds platform
Half-yearly consolidated statements
Free online access to fund manager reports & accounts.
WHERE CAN I FIND OUT MORE?
Login direct to your account by clicking onto the following links:
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