The value of the investment can go down as well as up and you may not get back as much as you put in.
The key to any Financial Plan is a successful Investment Process.
At Money Plan-it we have a strong belief in simplicity and efficiency. It is often too easy to over complicate matters such as long term financial planning and wealth management.
We want to make sure that our clients avoid this mistake, therefore our investment approach focuses are:
→ To keep investment costs and unnecessary risks to a minimum
→ To provide the best opportunity for our clients to meet their overall financial objectives
→ To preserve our clients existing wealth
→ To focus on areas of investment portfolio construction that we can control and influence
In order to achieve a successful investment plan, we use proven, ‘evidence based’ investment strategies, which are both logical and effective.
As part of our Investment Consulting Service, we shall design a portfolio specifically for our clients’ individual requirements. Throughout this process, we work closely together to highlight important areas of decision making in how their capital is invested.
Why not take advantage of our ‘Second Opinion’ service and have our in house Chartered Financial Analyst provide a complimentary ‘Second Opinion’ on your existing Investment / Pension Portfolio?
Overall we want to provide the best possible platform for our clients to achieve optimal growth/income from their capital, in return for the risks they are willing, or need to take.
To discuss our investment approach and how this may be of benefit to you, please contact us.
We offer all prospective clients an initial discovery meeting, at our expense, in order to understand whether there is a good fit between your requirements and our services.