Investments

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We were very happy with the way this was handled. Thank you so much to Mr Pullin and also to his support staff who kept in contact with us by phone regarding meeting and progress.

– E Kidd.

16/08/2009

It is becoming more and more difficult to decide upon the most suitable home for our money.

Do we leave it in the bank, buy stocks and shares, invest in a portfolio of unit trusts……?

The real answer is probably to have a balance of all of the above and some others. Diversification will spread the risk and limit your exposure to one particular area.

Whilst ensuring that you have accessible capital for the short term it is also essential to plan for the future.

You may want to save for a specific purpose such as school fees, deposit for a house, an extravagant holiday, in which case you may wish to invest on a regular basis.

It is essential that you hold investments that match your personal attitude to risk and take best advantage of your taxation status.

Alan Boswell & Co Ltd can create a bespoke portfolio of investments which can be regularly reviewed to ensure that the allocation of assets continues to match your risk/reward requirements.

If you already have a portfolio of investments we can carry out a 'no obligation' review to ensure that the various components are performing within your expectations and that your requirements have not changed since the portfolio was originally constructed.

Important Note: The value of an investment and any income from it can go down as well as up and you might not get back the original amount invested. The past is not a guide to the future.

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Brochure - Independent Financial Advice (168 KB)

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