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 your looking to fund a house deposit, your retirement or school/university fees for your children. Digby Associates have the expertise that can help you achieve whatever the goal. We provide independent and unbiased advice on a range of investment products and services.
Once we have established your individual needs and objectives we are able to provide long term strategic investment planning in order to achieve them by building a bespoke portfolio, forming 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 that. As the relationship between advisor 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.
This is why an on-going review service is so critical for proper holistic planning, to ensure that the strategy built for a client is on track and is adaptive to clients changing attitudes and circumstances.
If you’d be interested in finding our more or would like to meet one of our advisors, please contact us here.