Review your Investments
There are a large and varied range of investment products, and with the help of a Principle First investment adviser, a suitable investment portfolio can be created that will offer the possibility of good returns without excess risk. For the slightly more adventurous investor willing to take a risk for the chance of a higher return, the investment market has interesting possibilities as well.
When looking to build your investment strategy, we will have some important questions to ask before recommending the products that will be right for you.
Do your investments match your risk profile? Do an online risk profile. It will inform you where to invest depending on your attitude to risk.
Depending on your risk level, we will recommend different investment funds. Principle First are Chartered Financial Advisers, we continually assess the investment markets to ensure that our clients monies are invested to give them the highest potential for growth.
Generally we have two clients types when it comes to investing, those who need and want to generate an income from their investments, and those who are only interested in growth of their investments.
Investing for Growth
After assessing your risk profile, we will give you recommendations based on our continuous research. These recommendations will incorporate all your investment objectives, and will strive ton fin the correct balance of risk and reward for you. We will also evaluate your investments on an agreed date at least once a year to ensure that your funds are invested in the most opportunistic sectors. If you have existing investments that you would like to review then contact Principle First today, and get a free investment review, which will include recommendations. Call us now on 0800 678 5929.
Investing for Income
We can develop an investment portfolio, that will minimise your risk, and ensure that you have a guaranteed income form your investments. There are money different investment products that suit income. We will make sure that you are able to do this in the most tax efficient manner. Contact us to discuss your options.
Guaranteed Investments
Due to the volitility of investments in the last 5 years, more and more investors, prefer to have a guarantee attached to their investments, especially those clients nearing or in retirement. We continually analyse the different guaranteed products on the market place, and when questioned offer the products to clients that we believe are the most beneficial to your needs.
Why take risk in my investments?
In general, risk and reward go hand in hand. However we quantify the risk associated with all investment funds. Our recommended portfolios, try to minimise the risks were possible. For example our most Aggressive Portfolio, will have a risk rating in the early 20’s, on a scale of 0 to 75. We cannot guarantee performance levels, but we can monitor risk, and we do just that. Get investment advice from Principle First, and you will receive ongoing communication in regards to your investments, and at least one annual review. We do offer a bespoke review service. However due to the time required, this is chargeable. Talk to a Principle First adviser and discuss your investment needs. Feel free to click on the above navigation to review “Our investment portfolios”, or complete an enquiry to discuss investments with one of our Chartered Financial Planners. Please remember there is no charge unless you decide to take up our recommendations.
Saving in Investment Funds
While investment funds are primarily designed to serve those wishing to invest larger amounts as a lump sum, many also facilitate regular contributions through savings schemes. Your financial adviser can advise you on how to access products such as those above, on a monthly savings basis.
