Investment Planning
Investment planning focuses on identifying effective investment strategies according to an investor’s risk appetite and financial goals. There is a wide variety of investment options and by discussing the above we can then identify which mix suits you best.
We build the majority of our analysis & advice on:
- Time Horizon & Liquidity
- Diversification
- Education & Info
Investment Options we choose from:
- Capital protected investments
- Deposits & Cash Funds
- Structured Products
- Direct Equities
- Exchange Traded Funds (ETF's)
- Multi Asset Funds
- Property Based Investments
- Exchange Traded Receivables
- Corporate and Government Bond Funds
- Loan Notes