Investment Advice

Buying a new car is an exciting experience.  We choose the make, model, engine size and whether it is to be diesel or petrol. We spend endless time looking at the basic specification and deciding on extras. Finally, when a decision has been made an order is placed and the cars arrival is eagerly awaited.

Investment planning can be exciting!

It should be no different with investment planning but unfortunately, for most, it is rather boring. However, there is light at the end of the tunnel. By taking some time with a financial planner who understands investment planning, a lot of the hard work is taken out of the decision making process. So what needs to happen to make investing as interesting as buying a car?

The PPA service brings solutions to all of the following points:-

• How to decide your investment objectives - an essential starting point
• How to decide your attitude to risk and loss
• How to reduce investment risk and potential losses
• How and why you should diversify your investment portfolio
• How to decide which asset classes should be considered
• How to get to grips with ‘asset allocation’
• How to utilise the features and benefits of ‘collective’ investments
• How to measure investment performance and why you should
• How to take advantage of your Capital Gains Tax exemptions
• How to generate tax free cash inflows from your investments
• How and why you should review your portfolio regularly

PPA can help you with investment planning as part of our comprehensive Financial Planning or as ‘one off ‘ advice.