When considering taking professional financial advice, investment guidance is one of the first areas people choose to speak to an independent financial adviser. There are a multitude of different types of investment that can be made – both within the United Kingdom and also abroad (or offshore as it is more commonly known). People tend to invest for a variety of different reasons all of which are usually time sensitive, whether it be a short term investment in an savings account that requires a notice period to make a withdrawal, a medium term investment that might be locked away for a number of years or a long term investment such as a private pension. Whatever your investment goal we can help you make the right choice

How do I know which investment is the best for me?

That is where we come in. Our professional advisers will make an appointment with you to discuss your investment goals. What you want to achieve, when you want to achieve it and how much risk you are willing to take with your money. We complete a full financial fact find to ensure we understand your exact financial position before making any recommendations to you. We look to understand your “risk profile” – this determines the types of investment we would recommend to you. You might end up investing in a building society account with an attractive interest rate, or you may choose to invest in shares. Everybody is different and this is why it is imperative anyone considering an investment should always seek Independent Financial Advice.

So why should I consider Independent Financial Advice for any investments I might be considering?

Firstly, we have access to the huge market, both within the United Kingdom and Overseas, with banks, building societies, fund types and fund managers that offer hugely different investment options. This gives you different choices when looking to diversify your investment portfolio. We ensure our advice is not restricted, meaning we can find a place for your money that offers you potentially the best return for your requirements and risk profile. Sometimes the problem with the investment market is that people do not understand the difference in getting advice from their bank to getting advice from an Independent Financial Adviser. When you go to see your bank, usually they are a “tied adviser” – this means they can only advise you on the products they offer (as a bank) even if they know that down the road a better investment account is available. As an independent adviser we can consider both accounts, along with all other investment vehicles and choices spread across banks, building societies and investment companies. A recent survey by the Association of Independent Financial Advisers (AIFA), stated that Independent Financial Advisers (IFA’s) are consistently the most trusted of all Financial Services Institutions and this trust has increased over the last 5 years.

So how do I contact you to discuss my requirements for my investment?

We have tried to make it as easy as possible for you to get in touch, if you already have an idea of which investment you are considering, then let us know, you can either contact us on 01274 516900, alternatively you can complete this short enquiry form below with brief details of your enquiry and your contact details. We look forward to speaking to you soon.