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Article 9 Selecting the best investment
Wednesday, 3rd June 2009
Our aim is to broaden awareness and encourage people to take a closer look at their investments, in the hope that they make their money work as hard as possible on their behalf.
Financial markets are complex and there are a number of different types of cooperate bond. Care is essential, ensuring your investments are carefully reviewed and the right investments selected. While there are good opportunities, there are some dreadful cooperate bonds in the market place, one in particular offered by a major bank which has lost over 17% in the past 12 months.
It is easy to get your fingers burnt if you do not look under the bonnet of the investment. The requirement to review investments is essential, to get the best from them. As the economic market moves, so will the opportunities within the investment market. There is a danger that financial planning is too complicated and people take the easy option and do not plan.
If you have an ISA portfolio, a pension plan or other investment portfolio that is not actively reviewed, then our services will show you how we actively manage your money and try to ensure improved results and future benefits for you.
Our Services:
DB Wood is dedicated to giving our clients a complete and personal service, including advice Wealth Management, Asset Protection (Inheritance Planning and Trusts), Savings and Investments, Retirement Planning , Tax Planning ,Business Advice and Mortgages.
This includes a full financial review of your current and future financial requirements, taking all aspects of income, growth, risk and tax into consideration. From this meeting a written report with detailed analysis will identify your investment risk, considering the timeframes and specific objectives. We employ a hands on approach when preparing your portfolio, taking into consideration the economic cycle.
Economic Cycle:
We appreciate the close connection between risk and return, balancing your investment will prove valuable, especially when the markets become volatile. We believe in offering balanced portfolios, which reflect each client’s specific needs.
Physical Asset Allocation:
Due to the complexities of financial planning face to face meetings with one of our Consultants are recommended.
