The fundamental objective with investments is to achieve an above-average investment performance for a given level of investment risk. This is predominantly down to an appropriate asset allocation i.e. the split between equities, fixed interest, properties and cash. It will also be down to the charges on a contract and the fund management arrangements.
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Our advisers consider your tax position when reviewing your circumstances and look to make your investments tax efficient.
With any financial planning, it is important to be as tax efficient as possible. A good starting point is normally using the Stocks & Shares ISA allowance of £20,000 2018/19.
At Sentry Wealth our investment and wealth management process revolves around understanding our individual clients’ financial position and objectives. In terms of fund choice and portfolio management, our financial planners will assess your attitude toward investment risk in order to make you an appropriate recommendation.
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
We build an investment proposition by agreeing on a strategy and then conducting regular performance reviews. This ensures the chosen approach and investment risk level reviews are appropriate for your circumstances. This is vital because inevitably your circumstances will change over a period of time, whether it is having a family, changing jobs, receiving an inheritance or nearing retirement. In fact, we believe in helping our clients getting the best results whilst providing the best service; looking after you and your investments.
Would you like more help and information on investments?
Speak to one of our Independent Financial Advisers today regarding more help and advice on your Investments.
Call: 03442 643 575