INVESTMENTS

In the present economic climate, with interest rate at historical lows, you could be losing out by keeping your money in a savings account because inflation can erode the value of your returns, meaning you could lose money in real terms.

There are many ways that you can save or invest, and while we all want our money to grow, it’s important to think about the level of risk you might be willing to take with your hard-earned cash. It’s about achieving a good balance.

Investing in the markets could enable you to achieve an inflation-beating return and help you reach your long term financial goals. But it’s important to understand that all investments carry a certain level of risk.  Diversifying your investments can reduce any potential losses.

At Iceni Financial Advisers, we understand how important it is to make the most of your money in a way which is matched to your individual risk requirements and objectives.  We are here to help you achieve the financial future you want.  We take time at the beginning assessing our client’s needs through a process of understanding and analysing their existing savings and investments objectives before making recommendations. 

We can customise a portfolio of funds across different asset classes to suit your personal profile. It’s often a good idea to put your money into different types of assets to help balance the risk. So if one doesn’t perform well, another may do better.

Please bear in mind all investments carry a certain level of risk. Investments can fall in value and you may not recover the amount of original investment.  Risk tolerance assessment will be carried out during consultation.

Speaking to a financial adviser could help if you’re not sure about what type of investments would suit you best. Arrange a free initial consultation and speak to one of our advisers about how to invest your money.