Investment Advice - building your future
Your investments underpin your aims for yourself, your family, your retirement and your business. We understand how important your investment planning is to you and our independent investment advice services have been designed with that in mind.
We all work hard for our money and we believe that all of your investments, both large and small, are important and should be treated professionally and with respect. Whether you are a new investor or an experienced investor we will take the time needed to fully understand what is important to you so that we can provide the most appropriate investment advice.
Our discussions will always consider:
- Your investment goal – why are you investing?
- Attitude to investment risk
- Capacity for loss
- Your timescale
- Your current and future income needs
- Taxation
We will advise an appropriate investment strategy for you whether you are cautious, adventurous or somewhere in-between. Our investment approach works with portfolios of all sizes and our range of independent investment advice services are tailored to suit both experienced investors and clients who may be investing for the first time.
As independent financial advisers we select investments from the whole of the market, either onshore or offshore to construct your portfolio. We also take the view that there is a place for both actively managed and passive investments in a portfolio depending on our clients’ needs.
You will be able to view your investments online via the Arcaria Client Portal which can also be used to send secure messages and store your own sensitive documents securely.
New to Investing?
If you are just dipping your toe into the investment ‘pool’ for the first time, we understand that things like Funds, Unit Trusts, Open-Ended Investment Companies (OEICS) and Bonds can be a little intimidating.
You can be confident that you will have a fully qualified and experienced Independent Financial Adviser to help you achieve your aims. More than that, your adviser will endeavour to enhance your knowledge of the investment world as time goes by so that your confidence will build. This will improve your capacity to make more complex decisions about your portfolio.
You may wish to…
- Increase your capital
- Preserve your capital
- Create an income
- Invest a lump sum or,
- Invest by making regular savings – a pension plan for example
You may also feel…
- Unsure, a little nervous or wary of taking advice.
- Unsure about who to trust and how much it will cost.
- Concerned that you might lose money.
- You might even feel a little embarrassed about your lack of knowledge.
We are people too and we understand these feelings
There are so many reasons why you might wish to invest. We will take the time necessary to understand your views and your feelings and will always see you as an individual. Investment planning is a collaborative process. We enjoy working together with our clients to achieve their aims and we hope that you will stay with us year after year.
