Investment Products from Medident Financial Planning

Individual Savings Accounts?
Equities?
Collectives?
National Savings?
Bonds?

Where do you begin?

Answer: With us.

You may be quite comfortable in planning your own investments by investing off the page via the adverts in the financial supplements of the Sunday newspapers or, becoming more popular, via the web.  However, there is no guarantee that you will make the right choice for you - even the best investment fund manager doesn't get it right 100% of the time!

Also how do you continue to monitor your investment choices as time goes by to ensure that they continue to be the right choice?  This can potentially be very time consuming, do you want to, or have the time to spend, we all seem to have busier and busier lifestyles?

There are so many investment products it is vitally important that firstly you take advice and secondly, the advice that you receive is impartial and relevant to your personal and financial circumstances.

Medident Financial has a wealth of experience in investment planning and we will sit down with you, review your financial situation taking into account any existing investments you may already hold, listen to what your requirements are in relation to family, personal & financial circumstances, goals and aspirations - after all you are the client!

We will also ask you to complete a personal financial planning questionnaire and Investment risk profile which will help us assess your attitude to investment risk.

When we ask new clients what their understanding of "attitude to investment risk" is, we commonly receive the answer "the higher the return I require the higher the risk I have to take".

We believe the definition of investment risk is simply "the amount of capital I would be comfortable losing in return for the potential of a greater investment return" .

Taking all the above into account we will then recommend an investment portfolio which is personal to you and is right for your current circumstances, but flexible in regard to the changes which will occur in your financial and personal lifestyle.

Selecting the right investments is intrinsic in constructing your investment portfolio, equally important is that the proposed investment portfolio provides you with a balance which is commensurate with your attitude to investment risk and continues to maintain that balance.  We ensure this by carrying out regular reviews with you - at least once a year.

Whether you are looking at new investments or advice on reviewing and managing your existing investments please contact us for more information.

Enquire about our Investments products....