Key considerations
Investing in what is best suited to you means we need to understand
more about you. We will take you through a fact find
where we will ask you about your
current financial situation, your
investment goals, and your objectives.
We will also ask about your feelings
concerning your investment. How you
feel about risk, and your expectations,
are important parts of getting the right
investment for you.
Here are some of the areas you
should consider:
- What am I investing for growth,
income or both?
- What other investment
products do I already have?
- What means do I have to
enable me to invest?
- How long am I prepared to
invest for?
- Do I need access to my money
at any time?
- What is my tax position, both
now and when I want to take the
benefits from my investment?
- What products can I invest in
which will be most tax efficient?
- What degree of risk am I
prepared to take?