Investments
You have told us that you need to know that
wherever and however your money is invested it will be working hard on your
behalf.
Stock
markets have shown enormous volatility in recent times. Investors often
realise that deposit accounts are unlikely to provide a satisfactory return
in the long term but are unwilling to expose themselves to the possibility
of large losses arising from a portfolio of shares. The solution can be
found in diversification across a range of investment types in a way that
reduces the risk of substantial losses but still holds out the possibility
of acceptable gains in the medium to long term.
The Solution
Here at Affinity Financial Awareness we
have always taken the view that this cautious approach to investments is
prudent for the majority of investors. We avoid the highly speculative end
of the market unless a client expressly advises us that they wish to adopt
a higher risk profile for their investment portfolio.
However, the avoidance of unnecessary
risk does not mean that you should remain inactive! Our approach to
investment portfolio construction will ensure that an appropriate risk
profile is adopted, whether income or growth is required from your funds.
In particular, this will incorporate all of the traditional approaches used
to determine investment efficiency including risk based asset allocation
and fund management profiling.
Affinity will search the whole of the
financial marketplace to find the best solution to your investment needs.
These might include the following:
Deposit Accounts
Individual Savings Accounts (ISA)
Bespoke Wealth Management
Unit and Investment Trusts
Investment Bonds
Friendly Society Plans
Child Trust Plans
National Savings
School Fees Planning
Use our contact
form to obtain more information.
