With so many investment options available, the hardest part is deciding which ones are right for you. Our simple four-stage process helps us to identify the solution that matches your needs, today, and in the future!

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Understand your future goals

Your situation and future objectives are unique to you, so we'll start by asking about your financial circumstances and what you want to achieve with your money in the future; including whether you want your investments to provide a regular income.

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Establish your attitude to risk

One crucial and uniquely personal issue is how you feel about putting money at risk and your ability to handle any loss in value. An investment that seems full of exciting potential to one individual can seem frighteningly unpredictable to another. Our specially designed questionnaire helps us identify where your own feelings and requirements fit on this spectrum..

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Recommend an investment solution

Taking account of your current position, future plans and attitude to risk, we will research an investment solution which we think is appropriate for you. Before we proceed, we'll discuss it in detail so that you understand and feel comfortable with it.

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Make sure you stay on track over the years ahead

Heading in the right direction from the outset is important, but staying on track matter just as much. Things will change in your life, and also in the financial world, and these are almost certain to lead to a need for change in your investments.

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The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.