Based on your answers, you’re a Higher Risk investor.

As a ‘Capital Growth’ or higher risk investor your portfolio will be invested primarily in shares. This approach concentrates on achieving a good overall return on your investment whilst avoiding the most speculative areas of the market. Significant short-term fluctuations in value can be expected. And it’s good to know your feelings about ethical investing. There’s a lot more to it, of course. Before we advise on which investments are suitable for you, we’ll ask you to complete a more detailed questionnaire and ask a lot more about your reasons for investing and the potential effects of falls in the value of anything we recommend. We’ll tell you more about this during our initial consultation.

“Are US stocks bubbling up?”

“Are US stocks bubbling up?”

‘I’ve seen how much the S&P 500 has gone up, why haven’t my investments done the same?’, I’ve been asked a few times now by clients who’ve done their homework (‘Clever Clogs’? You may think that…).