What is your Investment Risk Profile?

10 questions you should ask yourself before investing When investing your capital the first most important step you should take is to establish you attitude to risk. This sets the foundations for all of your future investment decisions. This should be carried out every 12 months as over time our ATR does change and over time we become more cautious and risk averse. 

Read More

Our Septembers Allocation For Regular Saving Plans

If you are looking to make changes to your regular portfolio download our four fund fact sheets.  These are for RL360 policies but Generali and Hansard will have similar offerings available also. BlackRock GF Japan Small & MidCap Opportunities A2 Hedged EUR Invesco Pan European Equity A Acc EUR JPM Global Healthcare A Acc NAV USD UBS (Lux) Equity – Biotech (USD) P Acc If you would like to contact one of our team and discuss your current portfolio please…

Read More

If you do one thing with your money in 2016 . . .

  Claer Barrett, FT Money Editor ©Clare Mallison January is a time for resolutions, making a fresh start and trying to avoid the bad habits of the past. A shortlived diet or a miserable week forgoing alcohol are the typical consequences. When it comes to our finances, how to gain pounds rather than lose them is the goal — but a long-term solution is needed for optimum health. Yet even those working in the financial services industry are often guilty…

Read More