Whether you have an existing portfolio that you want to be reviewed or you are stepping into the investment markets for the first time, we can help.
We take time to get to know your investment objective and your tolerance for risk.
To make investment decisions, you need information that will help you form an idea of the economy, industry, risk and return that may affect your choices. We aim to sort through the information to find the most relevant to your investment interests and proceed from there. We will then outline a bespoke plan designed to achieve your objectives, and we will review the plan with you regularly.
We help you understand the essential questions of investing.
Ask yourself how long you can invest for? What are your investment goals? Are they realistic?
We aim to ensure and follow the golden rules of investing:- The importance of minimising the odds of you suffering irreversible losses.
- The importance of maximising the chances of you achieving sustainable gains.
- The importance of trying to control the self-defeating behaviour that keeps investors from achieving their long-term goals.
At House of Finance assess your personal needs for retirement provision by applying our experience and expertise to your present circumstances and future goals.
We provide choice and a clear understanding of your financial solutions
Invest
Tax relief
Risk tolerance
Choice
Grow
Tax-free growth
Volatility
Review
Protect
Tax-free cash
Access mechanisms
Reduced risk
Protection from creditors
We provide advice in the following areas :
Regular Saving contracts
Once Off investment
Unit Linked Funds
Deposit Based Investment
Guaranteed Funds
Index Tracking
Passive Funds
Active Funds
Alternative Energy Funds
Ethical Funds
Absolute Return funds
