Investments

 

 

Make your money work for you

 

Investing may feel like it’s reserved for the privileged few or those ‘in the know’, but you don’t need to work in finance to make the most of your hard-earned funds. You might be looking for the highest returns, or simply for better growth than you can achieve from a savings account. Earning an income might be your highest priority. Whatever you want from your investments, we’ll find the right strategy for you.

Whether you are saving with a specific goal in mind or just want to achieve better returns than cash savings, investing your money in a well-diversified portfolio will give you the best chance of realising your goals.

Understanding risk and return

Successful investing is all about managing the balance between risk and return. At Aspect8 we start with a detailed questionnaire to determine your overall appetite for risk and capacity for possible loss.

Generally, the higher the potential return the higher the level of risk you need to take with your money. However, investing is not all about taking big risks and chasing impressive returns. Many of our clients focus on preserving their capital and take minimal risks, simply seeking better returns than those available from cash savings. Once we fully understand you and your situation, we can then recommend an investment strategy to suit you.

We work closely with you to make sure you understand the options, the possible risks and potential rewards, as well as helping to de-mystify the jargon. We use our knowledge and experience to recommend a strategy that is right for you, we’ll monitor your plan on an on-going basis and report to you regularly on how your portfolio is performing.

Investment accounts

Investing doesn’t always mean stocks and shares; we can help you choose between the multitude of investment options available, including:

  • Stocks and shares ISAs
  • General investment accounts
  • Onshore and offshore bonds
  • Venture capital trusts
  • Enterprise investment schemes
  • Structured investment products

How can Aspect8 help?

Whether you’re new to investing or you would like us to review your current investment strategy, our priority is to understand your unique situation before recommending a plan. Your adviser can act as a guiding hand, helping you find an investment strategy tailored to your family, lifestyle and financial aspirations.

Who are we?

Aspect8 is a multi-award winning Chartered Financial Planning firm, the gold standard in financial advice.

We’ve been helping people like you to achieve their goals since 1993. Our style is honest and plain-spoken; because that way we all know where we stand. And we focus on results; because that is how we expect to be judged. To help you make the right financial choices at every stage of your life we’ve built a team of expert advisers with specialist knowledge and complementary expertise, to guide you wherever you are on your journey.

Explore the 8 aspects of successful financial planning




The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Aspect8 Ltd is a chartered member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.