What is your tolerance to risk?
If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?
It is important to ensure that pension arrangements are reviewed periodically. Changes in product design and legislation have had a dramatic effect on the options available for pension policyholders.
When I review financial plans for my clients, I generally have three clear objectives.
Saving money requires no explanation, but is obviously always well received.
If you run a successful Company, you may often find that there is a surplus of cash and the question arises where best to put this.
Proponents of passive funds argue that that most fund managers underperform the index. Their seemingly logical conclusion is that a fund that simply tracks the index is a good way to invest and offers equity returns at low cost.
Barry was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner. I have found his advice sound and his continued care and concern to be knowledgeable and applicable.
Mrs Ann Greenwood
