WE ADVISE TO A PROFESSIONAL STANDARD IN SPECIALIST AREAS WHICH INCLUDE:


INVESTMENT



This picture is about your risk profile. One man is shouting for help having received bad investment advice. Another man is smiling and contented having received sound professional advice from Porter Brown & Co (financial services) Ltd.

We take into account:

  • Your OBJECTIVES.
    Immediate income; growth; a mixture of both or growth now for income later.
  • Your attitude to RISK. If you are at "HELP!", the degree of risk is too high for you. You need to choose between NO RISK; LOW RISK; MEDIUM RISK or HIGHER RISK.

    For Risk Explained click HERE
  • SAFETY taking into account your risk profile. But no matter what the degree of risk, there should always be an element of control through balance.
  • BALANCE between cash; fixed interest; equity and property. Never put all your eggs into one basket!
  • TAX EFFICIENCY. But don't let the tax tail wag the investment dog.
  • INFLATION. Your actual profit is only the extent to which your return exceeds the rate of inflation. This is your 'real' return.

Notes.

  1. You should only consider risk investments if you are prepared to take a five year view or longer.

  2. For the majority it is best to stick with 'collective' investments like Unit Trusts.

The above covers only the very basics. If you would like to learn more simply complete the form below.


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