Existing Investments

Many people have existing investments but with differing levels of experience of the investment market and the potential risks and returns associated with these investments.

We work with investors of all ages and experience and can tailor our service accordingly. We are also more than happy to review your existing investments with you. When doing so we will take into account the following as a minimum;

• Your level of investment experience
• Your attitude to investment risk as to how much risk you are prepared, or can afford, to take
• Your capacity for loss in terms of your investments
• The diversification of your portfolio, which helps to mitigate risk of loss
• The charges and costs relating to your investments and whether they are in line with the current marketplace
• Whether you require income, growth or both
• Your tax position and usage of your tax allowances
• The performance of your existing portfolio, how this fits with your attitude to risk and whether it is good enough

Most importantly we will work with you to assess whether your investments meet your personal needs and requirements, both now and in the future-understanding this is key to any recommendation that we will make.