UNDERSTANDING YOUR NEEDS

SMART PEOPLE MAKE SMART PLANS.

Investing in what is best suited to you means we need to understand more about you.

For instance, what are you investing for?
Do you have a goal in mind?
What is your investment experience?

We will take you through a fact find where we will ask you about your current financial situation, your investment goals and objectives. We will also ask about your feelings concerning your investment.

How you feel about risk, and your expectations, are important parts of getting the right investment for you. We will consider your tax position to check that you are using any appropriate tax relief and/or allowance entitlements.

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Here are some of the areas you should consider:

  • What am I investing for (growth, income or both)?
  • What other investment products do I already have?
  • What means do I have to enable me to invest?
  • What is my tax position, both now and when I want to take the benefits from my investment?
  • Do I need access to my money at anytime?
  • How long am I prepared to invest for?
  • What products can I invest in which will be most tax efficient?
  • What degree of risk am I prepared to take?

Our financial advisers will help you through this process and provide tailored advice to suit your personal circumstances.

A key factor when investing is to determine the level of risk you are prepared to take with your investment. But what is risk and how does it a effect how and where to invest?

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Find out more about
Risk

Find out more about
Attitude to Risk

Find out more about
<RISK PROFILES

Find out more about
Spreading Risk

WANT TO KEEP YOUR INVESTMENTS ON COURSE?

Find out more about investing wisely. Contact us now for a FREE consultation.

Contact Us Now

DOWNLOAD THE INVESTMENT GUIDE

Download Now

Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England. The Company Registered Office is Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ. Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718. The term partner is used to refer to a member of Ablestoke Financial Planning LLP.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Pin It on Pinterest

Share This
Bitnami