Our clients often come
to us with existing investments (including pensions) that are not in
line with their attitude to investment risk.
Either they are taking more
risk than is appropriate in the circumstances, or in some cases
not enough.
Clients are also often not aware of the variety of options for investing
that come with capital or income guarantees (but still offer the
potential for better returns than might be achieved by keeping all of
their money in the bank).
Our client's personal attitude to risk is at the core of our wealth management process. We recognize that clients vary considerably in this area depending on their preferences, situation and goals.
We can tailor a sensible solution for you whether you want to take no risk, a lot of risk or something in between.
Contact us if you would like us to review the risk profile of your existing investments, in relation to your own personal risk profile (which we can measure with an investment risk profiling questionnaire).
The review is free and you may be surprised by the results!
Click here to book a free review
Footpath Financial Limited
Footpath Financial Limited is a firm of Independent Financial Advisers who are authorised to advise on and bring about deals in investments. Based in Farnham and Crowthorne we serve the Guildford, Hindhead, Alton, Farnborough and Basingstoke areas. We are Authorised Representatives of the Financial Planning Partnership, who are authorised and regulated by the Financial Services Authority.
