Investments that best align with your financial goals.
Without a plan, investors are prone to making knee-jerk reactions when there are swings in the market. A well thought-out investment strategy provides the guidance needed to help you stay on track when inevitable market fluctuation occurs. It can also point you towards the types of investments that best align with your financial goals.
By maintaining a clear purpose for your investment strategy, you help yourself stay on track and confidently navigate the ups and downs of the market.
When developing your investment strategy, consider the following factors:
1. YOUR INVESTMENT GOALS
Specifically, for what or whom you are accumulating funds? Your investment goals will help you determine suitable investments.
2. YOUR TIME HORIZON
How many years will it be until you need to use what you have invested? Longer time horizons may provide flexibility for more aggressive investment choices.
3. YOUR TOLERANCE FOR RISK
Take your broader financial situation into account, and consider how comfortable you are with varying degrees of risks as you pursue your investment goals.
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"Many thanks for your part in all this and I will be mentioning, and I trust that this is acceptable to you, to my accountants, Applied Accountancy, that you have given me excellent advice and been most helpful and prompt about it all."
Mr Leigh-Pemberton CBE DL, Kent
"Ian has always been helpful and hugely knowledgeable. I am a woman on my own and I feel that Ian is someone I can trust with my finances as I find much of this area very difficult to understand. He is professional and competent, as are all his staff."
Geraldine, Surrey – Client for 7 Years
"Finances, investments, pensions etc are all complex issues and generally complicated & difficult to understand. We chose Ian Painter of Affinity to manage our savings because he is very professional in his approach and his knowledge covers every aspect of the market to offer the best advice to secure our investments. We are very happy with the service we are receiving from Mr Painter and his team and have no reservations in recommending him to others."
Martyn, Berkshire – Client for 5 Years