Prior to investing, there are a number of important facts to consider. Firstly, which vehicle should you invest in e.g. joint names, individual, trusts or in a company entity. Secondly, determine your investment risk tolerance. This helps us build investment strategies and portfolios that are tailored to your goals and objectives. Thirdly, determine whether to invest in shares, property, bonds or a combination of all. Finally, we determine the most cost-effective platform to administer your investments for easy of tax reporting and online access for our clients.
Other considerations to note would be whether it is appropriate, or necessary, to borrow in order to invest via equity in your home or via margin lending. Are current interest rates suitably priced for gearing to be effective? Do we need to take on the additional risk to meet your financial goals and objectives?
Our investment specialists are on-hand to discuss these considerations with you in further detail, in order to make suitable recommendations and provide advice.