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How to manage your ‘Money’ professionally?

In order for you to understand how to manage your Money professionally, there are certain disciplines and rules that must be considered, such as:

  1. Your PRECISE risk attitude, investment objectives and time horizon available
  2. Understand key features and returns of cash, bonds, equities, property and also charging structures. MEASURE this in terms of your expectations.
  3. In TANGIBLE terms, understand portfolio construction process i.e. diversification of asset allocation, sector, stock selection and utilisation of appropriate tax wrappers.
  4. Understand role of portfolio managers in ACCURATE manner.

We realise that all the above might sound a daunting task but with our “GUIDING PROCESS” you will learn everything very quickly.

Even if you do not have any new money to invest, learning the above skill will allow you to rebalance all your existing investments.

YOU WILL ALSO DISCOVER OTHER IMPORTANT ISSUES SUCH AS:

  1. How to take FULL control of ALL your investments.
  2. How to bring your investments under one roof which will eliminate all your excessive paper work that you currently receive from different product providers.
  3. Provide you far more freedom than utilising products of traditional life, pension or investment companies.
  4. Be able to invest in the finest managers or in individual shares, investment trusts, bonds, gilts, overseas investments or hold your money as cash, and if invested under a tax free wrapper benefiting all your returns tax free.
  5. Choosing of right investments to produce substantial returns over a long term period.
  6. Switching investments at a touch of a button as your circumstances change and new opportunities arise.
  7. Utilisation of user-friendly online service which puts you in control. You will be able to manage your investments online, by telephone or in writing. Online you can monitor your investments 24/7 and have access to real-time valuations.

By utilising all the above criteria, stepping outside a ‘very cautious risk nature’ and investing over medium to long term we believe you have the potential to make some real big MONEY.

One question on every investor’s mind is ‘Is now a good time to invest?’

We believe that whilst the worst may be over, there may be some further market fluctuations here and there. Like we have said under ‘Timing the Market’ nobody can tell when it is the right time to invest. Therefore our approach to the stock market investing is that provided you invest in accordance with your risk capacity, you hold a diversified portfolio which is aligned with your objectives and monitor on a regular basis, there is no reason to worry whether getting into the market now is right or wrong.

WEALTH WARNING:
All types of investments involve risk. Our guided service allows you to benefit from the vast diversity of products and provides you with complete control and flexibility. Therefore when selecting any investment/s, key features documents should be read as this will provide all relevant risk factors involved. Past performance is not necessarily a guide to future returns. (July 2009)