Investment advice helps investors accumulate, consolidate and ultimately distribute their wealth.
Independent financial advisers describe the perfect investment as one that offers high capital growth, great income, no tax, no risk, no charges, instant access, 100% security and the adviser works for nothing. Sadly, we all know that no such investment exists – so it becomes a compromise between these competing factors…
Risk and Reward
Investment for many becomes a trade off between secure, but low interest cash deposits vs. potentially volatile returns from “riskier” investment markets. How much risk/ volatility is “right” depends on investors’ personal attitudes and capacity. But for investors who put all their eggs in one basket, the risks can be great. The key to obtaining successful investment advice is to work with a whole of market, independent financial adviser (preferably chartered financial planners) and to have a diversified portfolio and review it regularly.
At Talis we recognise that investment advice is paramount – that is why we have a Ten Step Investment Process
We recognise the importance of regular advice & review and we access the portfolios of our new wealth management & investment advice clients on at least an annual basis. If you want to take control of your finances, or you have existing ISA, Unit trust, investment trust, onshore or offshore bonds – independent financial advice can really help.
Contact Us now to see how Talis’ whole of market, investment advice could help you with wealth management. We are independent financial advisers based in Ashford, Maidstone and Canterbury – serving the whole of Kent.