Investment Planning

There are 2 main principles to help achieve long term success when it comes to investing; quality and diversification.

Our philosophy on investment is simple:

  • When making decisions, remove any emotion
  • Spend time in the market and don't let the market dictate when to spend the time investing
  • Set longer term targets for your finances
  • Adhere to regular checks and changes, rebalancing the investments if needed

How We Work

We will have an in-depth discussion relating to your attitude to risk and your ability to absorb any potential losses to help us plant he best investment strategy. We will also review any investment funds you currently have as part of the discussion.

To create the most bespoke strategy we will look at:

  • Potential multi asset and multi manager solutions
  • Utilising access to Discretionary Fund Managers from a panel that we currently use
  • Investment solutions to match your risk attitude and profile

When making recommendations on investments, the areas we consider include:

  • Any experience you may already have with investments
  • What level of investment you require and over what term
  • How accessible the chosen fund really is
  • Your current and future tax status
  • The level of protection offered to the investor
  • The way the investment is structured
  • The recent performance and reputation of the selected funds

Talk to Curo Advisers

Contact us today for unbiased investment advice you can trust.
Wealth Management