Different investment products are suited to different investment aims. The right product for you will depend on how quickly you need access to your money, your attitude to risk and how much you hope to get back.
Our advisers know the investment market inside out. We’ll help you choose the best products for your aims and circumstances, helping to ensure you achieve your aspirations and have access to the funds you need, when you need them.
Some of the products we may recommend include:
ISAs
an ISA is a wrapper that allows you to hold up to two different types of tax-efficient investment – regular savings or stocks and shares.
Unit Trusts
these are a good option if you’re looking for the potential of good returns on your investment and are willing to save in the stock market over the medium to long-term. Because a unit trust is a stock market investment its value may fluctuate, so the value of your investment and the income from it are not guaranteed. Your attitude to risk will determine whether these are the right investment products for you.
Other investment options
these include investment bonds, fixed-term bonds, guaranteed bonds, deposit-based savings and other high-street bank deals.
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If you’d like to find out more about your investment options, please contact us and speak to one of our advisers. We‘ll be delighted to help.
Attitude to Risk Online Questionnaire
One of the first things we will want to do when we meet you is assess your individual attitude to risk. This is important as it helps us to recommend the types of product that are most suitable for you, balancing the risks you are willing to take to make bigger gains against your need for a secure level of return.
If you’d like to find out your own risk profile, why not complete our online questionnaire and submit it to us.
We’ll get back to you with your risk profile.
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