Navigating Your Investment Options

Navigating your Investment Options: How professional financial advice can prove invaluable

Few of us really have the time or inclination to understand the vast number of different investment products available on the market and consider what the best options are to suit our particular objectives. To do this effectively, it would need to become a full-time job.

Managing our ever-changing financial affairs


With the busy lives we lead, it can be difficult to find the time to keep fully up to speed with everything that’s going on, including managing our ever-changing financial affairs, especially as investment products are unlikely to remain the same throughout our lifetime. This is where professional financial advice can prove invaluable.

We can help you design a custom investment portfolio to suit your individual situation. It should consider your financial goals, as well as your need, willingness and ability to tolerate risk. Your investment portfolio should also generally be designed to minimise your tax burden, if possible, and is prudent given your circumstances.

Thinking about your attitude to risk

When it comes to investing, it’s as much
about managing the potential downside as it
is about targeting potential gains. Generally, higher returns come with higher risk, and professional financial advice can help you think about your attitude to risk before making any recommendations. It’s also important to make sure your portfolio has the right balance for your risk pro le by diversifying across asset classes, regions, providers and products as applicable.

To invest successfully, a key step is to think about your long-term financial future. You are at the centre of your financial plan: your goals (both short term and long term), your situation, and
your financial strengths and challenges. As time passes and your lifestyle changes, it is important
to keep a regular check on your investments. It is likely that the balance of the investments in your portfolio will need to evolve, not only in line with changing market conditions, but also with factors such as your investment goals, your personal circumstances and perhaps most notably your age.

Important Considerations when building an Investment Portfolio:

Choice

With vast amounts of information and products available, the whole process of wading through and choosing an investment can be quite daunting – we’ll help you cut through the noise.

Balance

Investing is as much about managing the potential downside as it is about looking for potential gains. We can ensure that your portfolio has the right balance of risk by diversifying across asset classes, regions, providers and products as appropriate.

Jargon

Understanding the jargon used within
the financial industry and extracting the important information can be difficult
and time-consuming. Our approach is to translate current events and bring
out hidden facts in seemingly endless product literature.

Reviews

As time passes, both markets and your lifestyle can change dramatically. This consequently means that it is important to keep your investments under continual review so that
you can get the most out of them.

Confidence

With markets constantly on the move and unforeseen events sometimes having significant impacts – as we have seen since the Brexit referendum result and last financial crisis – the need for ongoing adjustments to your investments can be extremely important, and staying on top of this can be a full-time job. By us taking this important responsibility o your hands and putting it in our hands, we can help you to feel more con dent that your holdings are suitably invested for your individual requirements

Looking to invest for income or growth?

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

To discover how we can help you build a long-term strategy for your investments, please contact us – we look forward to hearing from you.

Who are Vizion Wealth?

Our approach to financial planning is simple, our clients are our number one priority and we ensure all our advice, strategies and services are tailored to the specific individual to best meet their longer term financial goals and aspirations. We understand that everyone is unique. We understand that wealth means different things to different people and each client will require a different strategy to build wealth, use and enjoy it during their lifetimes and to protect it for family and loved ones in the future.

All of us at Vizion Wealth are committed to our client’s financial success and would like to have an opportunity to review your individual wealth goals. To find out more, get in touch with us – we very much look forward to hearing from you.