Investment Advice

Producing financial growth through investment advice

How can you make your money go the furthest, one of life’s greatest questions. There is so many different avenues you can go down to grow your money, which one is the best for you? How do you know you are getting good growth and a plan tailored to your investment strategy? With our investment advice we can help you make the most of your money. 

As you can see in this article by The Investment Association, investment makes money go further. The statistics are only going to grow with time as investments generally do. Why not get on the bandwagon yourself, today. 

New vs Existing Investment portfolio

Having been in the financial advice industry for 30+ years we have started portfolios for clients and taken them over. There won’t be much that we haven’t seen or advised on. Whether you are an experienced investor or someone looking to get their teeth into investment, we can advise. 

Our goal is to formulate an investment plan that tailors to your needs and grows your pot of money over time. With on-going reviews we keep a track of your portfolio and manage it according with relevant strategies that suit the current climate. Whether this be to your existing portfolio or if you are looking to start one up. We start this process exactly the same way for both clients by completing a full financial fact find. This allows us to take your current situation in it’s entirety and provide the relevant advice and recommendation on how to move forward. We then study this fact find closely to make sure our next advice step is tailored. Meaning our investment advice will work for you.

Fully tailored investment advice

Having an investment tailored to your needs is key to meeting  the returns you want to achieve. Here at True Advice we work towards that goal in partnership with yourself to provide tailored investment advice. We begin the process by gathering all the information we need in a full financial fact find. 

That information is then digested by us and we proceed to work with you to provide tailored investment advice. We look at your attitude to risk, if you favour low or high risk investments. Your target goal, how much money you want to have when the investment plan is finished. We also look at diversification, which is how we can spread your investments so as to negate the risk involved. All of these factors and more will be taken into account when forming your investment plan. On top of these factors we also have to take into account the current climate. Meaning we are always up to date with the financial markets in order to provide the best advice.

The most important factor though in any investment plan is the end goal. If you want to save up a lump sum for retirement, save up to buy a house, invest for your sons university degree, all situations come with different time frames and circumstances. We take all this into account when advising you on the best investment plan for your scenario. 

Understanding risk management

With any investment, there is an element of risk. What’s most important in the subject of risk is deciding your attitude to it and the consequences. Looking at investment products yourself can be daunting and filled with confusion. How much risk is there in any certain product and what does that mean for your returns? This question can be very difficult to answer without financial advice.

 One of the key factors in investment risk is diversification. The more your spread your investments through different plans the less risk you take on. Of course the degree that you carry our diversification depends on your own attitude to risk. Like anything in life, the more risk the more reward. But with your own money, are you really comfortable putting it on the line? This really depends on your own personal situation. We will work to make the investment advice clear and the risk obvious. Then it is up to you to decide which way to go.

Understanding the risk in any investment is key to creating growth at a level that is right for you. Risk profiling is key to how our investment advice works. Without the years of experience in the industry it can be very difficult to see risk clearly. Our advice on this can help drastically as we have a vast knowledge of the investment advice industry.

Our investment advice process

Whether you have a current portfolio that needs managing or are looking to start one up, we can help. One of the essential parts to our advice is that we are fully independent. Meaning we aren’t tied to one provider or plan that we have to promote. We can look over the whole market for you and find an investment plan tailored to your needs. 

Our advice process begins with an initial meeting where we look to talk over your current financial situation and need for advice. If we can advise we will. If you aren’t eligible to start up an investment plan utilising our investment advice we will let you know how to get there. 

For the client who is ready we start the process with a full financial fact find. This allows us to gather the details we need in order to advise you thoroughly. Once you have filled all of this out we go to researching the correct investment product for your scenario. We will then go about presenting this to you and explaining the ins and outs of our recommendation. If you are happy we sign you up and get to managing your investment portfolio. We do charge a fee for this service but this won’t be applicable until sign up is complete and will be fully explained from the beginning of the advice process so you are aware.

Get in touch

The best way to advise is for you to get in touch with us today so we can assist you. Having a conversation whether that be face to face or over the phone, will be the best way for us to judge the process going forward. Once we have this we can then look to move forward with you where possible. Please note that we don’t only advise on investments. We can also look at mortgages, pensions and insurance for you.

Contact us today to see how we can assist you with our tailor made investment advice.

Regulatory Statements

Investments

All investments involve a degree of risk of some kind. This section describes some of the risks which could be relevant to the services we provide you. We may provide further risk information during the course of our services to you, as appropriate.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.

True Advice Financial Services is a trading style of TA and SE Hollom Ltd. Which is an Appointed Representative of New Leaf Distribution Ltd. Which is authorised and regulated by the Financial Conduct Authority : Number 460421.

Registered Office : 1st Floor Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.