Investment Advice & Wealth Management

We know that you want the best return on your hard-earned money, so we can advise on the most secure investments to provide the best value for money.

We can advise you on:

ISA / Unit Trusts / OEICs Bonds
On and Offshore investments Socially responsible investments

Are investments a sensible use of money?

The short answer is yes, if considered carefully with thought into a well managed and researched investment strategy.

There are many considerations when it comes to investing your money and it is a complex process. As well as there being an overwhelming range of retail investment opportunities available, the current market also presents a number of challenges.

Our specialist investment advisors will guide you through a four-stage process for creating an investment strategy.

Fact Finding & Goal Planning

  • Establish your goals, objectives and timeframes
  • Analyse your assets, liabilities and personal tax situations
  • Establish target income and capital requirements
  • Determine any specific requirements, such as ethical considerations

Attitude to Risk & Asset Allocation

  • Complete risk profiling
  • Assess your capacity for loss
  • Discuss the volatility of different investment assets
  • Source suitable funds or assets to generate the expected or desired return

Tax Wrapper/Product & Fund Research & Monitoring

  • Pension, ISA, OEIC, UT, bonds, EIS, structured product
  • Investment fund selection via an agreed investment mandate

Review Process

  • Continually monitor the investment recommendations against your attitude to risk and capacity for loss
  • Conduct complete evaluations of all of our recommended funds on a regular basis
  • Rebalance assets to fit allocation model to maintain expected return
  • Conduct regular face to face reviews

Book a consultation

Start your journey with GIFP. Call us on 01686 623975 to book your first consultation, free of charge.

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