What goals do you have that will take planning, time, money and ongoing co-ordination to achieve?
The value of investments can fall as well as rise, you may get back less than you invested.
For every client that answer will be different, whether you are looking to fund a house deposit, your retirement, or educational fees for your children. Digby Associates have the expertise that can help you achieve whatever the goal. We provide unbiased advice on a range of investment products and services
Once we have established your individual needs and objectives, we will be able to provide long term strategic investment planning in order to achieve them. We do this by building a bespoke portfolio which will form a critical part of your financial plans.
Attitude to Risk (ATR)
Although many people are familiar with the relationship between Risk & Reward, they may not have the knowledge on how best to invest money. For every client we will establish what their attitude to risk is and build a portfolio around the outcome. As the relationship between adviser and client develops, so too does the ATR, which in turn means that the portfolio needs to evolve to match the client and their needs.
Therefore, an ongoing review service is critical for a holistic approach, to ensure that the strategy built for a client is adaptive to their changing attitudes and circumstances.
If you would be interested in finding out more or would like to meet one of our advisers, please contact us here.