We believe everyone should invest for the future. We also know the world of investments can seem complicated and overwhelming at times with so many different options to choose from and so much jargon to understand.
We can help you cut through this complexity, simplify your investments and make sure they work hard for you.
Understanding your goals and investing principles:
We start by looking at your financial position and what you want to achieve. We will also took through different investment strategies, explaining We look at short, medium and long-term investments as well as savings and always consider the most tax-efficient way for you to invest your money.
We help you understand the basics of successful investing and answer any questions you have about your current investments or about investing in general. We see this education as an essential part of our process. It doesn’t stop at our initial discussions – we are committed to helping you better understand your finances so you can make informed decisions for a brighter future.
Balancing Risk with Return
We conduct a detailed cashflow assessment of your future income and capital requirements.
The next step is to assess your attitude to investment risk. Should you invest cautiously and limit your risk or should you go for high levels of growth? We conduct a detailed assessment before we recommend the best portfolio for your money – ensuring you never take on more risk than you should. We use market leading research tools such as Financial Express Analytics to identify the best portfolios/funds that cater for all your requirements and investment preferences and really deliver results.
Keeping your investments in good health
We provide ongoing advice to ensure your investments are delivering the best possible performance in line with your evolving goals and circumstances. We will carry out regular reviews, at least once a year, to ensure your investments stay up to date with your needs and circumstances.
We don’t stop there. We continually monitor your investments, reporting their performance to you regularly and give you access to the client portal where you can check their value (and your complete financial position) any time you like.
What about existing investments?
We can also review any existing savings and investment policies you may have elsewhere through our portfolio review service.
This helps you see if we can get them working harder for you or simplify them into a single contract that is far easier to manage. If there’s any paperwork or administration to do to get your policies setup or re-configured, we’ll take care of it all.
When it comes to your investments, we’re here every step of the way with you. Quality advice designed to get your investments working as hard as you do.
To know more, download the FinsBridge Guide to Investing
The value of investments and the income from them can fluctuate and investors may not get back the full amount invested. Past performance is not necessarily a guide to future performance.
*All the information on this page is for guidance only and does not constitute advice.
*The value of investments or the returns from it are not guaranteed, and you may get back less than what you invested.