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With so many investment and saving vehicles in place and the ‘up & down’ nature of the markets, the concept of investing can seem complex to many. Most people want the maximum return with minimal risk and the advice we give is centered on a comprehensive understanding of a client’s circumstances and objectives. Once this has been established we can propose a strategy designed to meet these objectives as what is appropriate to one person may not be for the next.

We have access to strategies that suit the more Cautious investor right through to the more speculative Adventurous investor, with some simple and others complex. We will only make suggestions and recommendations based on you fully understanding the risks associated and we present all our advice in plain English that you, our client would understand.

We will take the time to understand your needs and attitude to risk and all advice will be confirmed in writing.
As with any financial planning it is important to review both existing investments plus any future plans regularly. We offer a review service where we discuss how your investments are performing with reference to your original objectives.

What next?

Please contact us on 01489 574355 or via the Contact page on our website, to arrange a free, initial no obligation consultation at our office in Park Gate, Southampton, Hampshire.

The value of your investment can go down as well as up and you may get back less than you have invested.

*Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Business Property Relief (BPR) are higher risk products and may not be suitable for everyone.  We will assess whether these products may be suitable for you and your circumstances before providing advice in these areas.

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