Many people when looking at their long-term security will think about making an investment, however there are many types of investment opportunities available and choosing the right one for your circumstances can be hard, getting the right advice to meet your objectives is vital.  At Hall Ward IFA, we work with you to try to ensure your money is working effectively for you to achieve the optimum return.

As we are independent, we can research the whole market and offer unbiased recommendations to find the best solution for your needs.

Investment Planning & Management Strategies

We will meet with you to discuss constructing a strategy that suits your appetite for risk and is tailored towards your financial goals for the future, whether they are short term or long term. With access to a wide range of investment solutions, we can provide quality advice on investing for growth or income with the option of providing an ongoing service on all your investment needs. We are happy to consult on a single issue or the bigger picture of your financial profile.

Whether you have an existing portfolio that you would like to us to review, or you are looking to invest for the first time, our knowledge, expertise and experience in the field of investment advice allows us to establish your financial objectives, and make positive recommendations with the aim of providing solid financial solutions that to meet your goals.

The Right Approach for You

As part of choosing the right investments, we discuss in depth your appetite and tolerance to taking investment risk.  As well as your opinions and any ethical considerations. Your risk tolerance will depend on your particular financial circumstances and goals along with your capacity and ability to take risk.

Willingness to take risk is also considered, which has more to do with the psychology of investing and how comfortable the prospect of volatility within your investments may feel.

On-Going Support

We can also regularly monitor and review your investments, to ensure they remain on track and that your funds are invested to the best advantage and suitable given the ever changing outlook of the markets.

Our success comes from focusing on long-term relationships, so that we understand your goals and we provide clear summaries and pro-active solutions to meet these.

Please note, when you take out an investment product your capital is at risk and the value of your investments can go down as well as up, so you could get back less than you invested.

Get in touch for a chat with one of our financial advisers

Call 01623 232 526 or complete the form below

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