Call us on 0118 974 0159 or email andy@faronpartnership.co.uk

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INVESTMENT PLANNING

Our investment strategy is based on understanding your needs and providing flexible investment options to help you meet your financial goals.

Your investments will be diversified across a range of assets to ensure we maximise any opportunities, while managing risks in line with your requirements.

By speaking to us, you can benefit from help devising a tailored financial plan. We can also offer you advice on a range of carefully selected products and investment funds from well respected providers.

Our investment portfolios typically invest in funds comprising shares, gilts, bonds, commercial property and cash. The proportion in each will depend on your needs and attitude to risk.

You should only invest as part of a managed medium to long term investment strategy. The value of these investments can fall as well as rise.

Example portfolio on a 50% growth/50% fixed income basis:

Short-Date Fixed Interest
30%
Fixed Interest
20%
UK Equities
18%
Developed Markets Equity
18%
Emerging Markets Equity
9%
Global Property
5%

MORE SERVICES

Cash flow planning

Lifetime cash flow planning is a key element of our work.

Retirement planning

Peace of mind knowing you can fund the lifestyle you want.

Estate planning

Protect your family and home with an effective strategy.

Get in touch for a free, no obligation 1-hour consultation meeting

CONTACT US