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Why do you invest?

Whilst you will have your own personal reasons to invest, one desire undoubtedly unites investors the world over, and that is to achieve the greatest return on their investment, within the risk parameters they are prepared to accept with their money.

However, we often spend so much time working or looking after the demands of others, that we rarely have the time to stop and question our own financial position from a different perspective.

Return on Investment Coins

When was the last time you asked yourself:

  • Why do I invest?
  • Am I getting value for money for the capital risk I am taking?
  • What am I hoping to achieve with my money?
  • Will I be in a strong enough financial position to enjoy the lifestyle that I have, or aspire to, whatever happens?
  • Do I have sufficient capital and income to protect my lifestyle, both pre and post retirement?
  • Will my capital last longer than my lifetime?
  • Is there sufficient in the pot to cover long term care if required in later life?
  • Am I able to provide a legacy fund to pass down to future generations?

Building up a sufficient nest egg, to fund a comfortable lifestyle in later life, is often a key financial objective.

But is sufficient enough?  After all, this is your money and you are taking all the financial risk. Should you not be the major beneficiary of the growth your money makes?

Within the traditional financial services industry, there are many barriers that stand in your way, reducing your chances of maximising your investment return. Barriers that you may not have even realised were there.

That is why we offer our unique complimentary ‘Second Opinion Service’ (SOS).   

Our report is designed to help you get a better understanding of the real potential of your current portfolio.  We analyse your holdings and make recommendations on the 5 key areas that will enhance or damage your future long term wealth. By becoming aware of this information… you will be better placed to make a judgement on whether you have a financially efficient and transparent portfolio, best placed to deliver on your lifestyle expectations, or a portfolio that is creating a negative drag on funding your lifestyle expectations.

Either way you win. If you have a positive outcome you will have peace of mind that your portfolio is in order. If you have a negative outcome, is it not better to be aware of the situation whilst you still have time to do something about it?

For peace of mind why not request an SOS report on your portfolio today?

The SOS analysis will highlight:

  • Risk
    In the current global economic climate are you taking too much investment risk or too little investment risk with your money?
  • Diversification
    Do you have a defined and repeatable investment strategy, or are you chasing markets? Where in the World is your money invested? Do you have too much of your capital invested in one market sector? How many stocks do you hold? Are your fund managers all buying the same stocks?
  • Performance
    On occasions I hear the words “I am very happy with the returns I am getting”... but compared to what? If you are receiving 5% per annum, when the market risk is returning 8% per annum... over the lifetime of your investment you could be losing hundreds of thousands of pounds in potentially lost compound interest. We highlight whether the performance of your funds are on target or creating a negative drag on your wealth.
  • Cost
    High fees do not mean high returns and low fees do not mean low returns. In fact it is scientifically proven that you have a higher probability of increasing fund performance and therefore generating additional wealth by using low fee funds. We will work out how much financial services industry fees are being taken from your portfolio each year and the impact these fees have on your future long term wealth. Can you afford to give your money away unnecessarily?
  • Tax Efficiency
    Is your portfolio structured in the most tax efficient manner? Are there opportunities to consider protecting your funds from Inheritance Tax, after 2 years, or maximising tax deferred income? If you are unsure of the answer to any of these questions, it’s time to take action and request our complimentary Second Opinion Service. After all it is your money!

Get your SOS analysis

Or contact us directly

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