Investment advice helps investors accumulate, consolidate and distribute wealth.
STOP PRESS: Clients can now review their investments and other holdings updated daily, live, on line from this site. Click here for further information.
Independent financial advisers describe the perfect investment as one that offers high capital growth, great income, no tax, no risk, no charges, instant access, 100% security and where the adviser works for nothing. We all know that no such investment exists so it becomes a compromise between these competing factors…
For many investors investment becomes a trade off between secure but low return cash deposits vs. potentially volatile returns from the markets. The outcome depends on investors’ personal attitude to risk and reward. But if you put all your eggs in one basket the risks can be enormous. The key to successful investment advice is to work with a whole of market, independent financial adviser (preferably chartered financial planners) and to have a diversified portfolio and review it regularly.
At Facts & Figures we recognise that investment advice is paramount that is why we have a Ten Step Investment Process
We recognise the importance of regular advice & review and we access the portfolios of our new wealth management & investment advice clients on at least an annual basis. If you want to take control of your finances, or you have existing ISA, Unit trust, investment trust, onshore or offshore bonds – independent financial advice can really help.
Contact Us now to see how Facts & Figures’ whole of market, investment advice could help you with wealth management. We are independent financial advisers and chartered financial planners based in London and serving the whole of the South East.