Investment Risk Management

On the face of it, investment risk management is fairly simple. Many people react differently when investing, based on their personal financial situation combined with their personal attitude to risk and capacity for loss.

Of course, there are different investment tools too.

Some may choose that with some (of all) of their cash, that traditional banking is their investment vehicle, however the recent financial crisis has changed the goalposts in banking. Alextra Wealth Management Ltd can help you spread any associated risk.

Others may feel that the current low interest rates are not sufficient to grow capital above the rate in inflation and would like advice on the different investment options available.

Alextra Wealth Management will firstly discuss your financial objectives and importantly, your attitude to risk and capacity for loss. Once this is established, we will then advice on the best investment vehicles that are aligned to your risk profile.

This includes predicted return based on historical performance, whilst always advising that investments carry risk and can go down as well as up in value.

A key factor within this is how long you want your money invested for and the likelihood that you may require it sooner than planned.

And of course, and the annual return or income you are seeking.

It maybe that you are might adopt a split strategy, placing some money in low risk investment and other cash in higher risk, higher return investments.

Property investment, including tax planning, is also part of our Investment Risk Management Service – whether this is your personal property portfolio or combined property investment funds.

If you’d like to speak to a wealth manager, please call 01270 250800 for an initial free consultation or click on the button below to submit a contact form.

Alextra Wealth Management can assist in the following key areas of financial planning for now and the future.

Personal Financial Planning

Business Financial Planning

Wealth Creation, Management and Protection

Retirement Planning

Investment Risk Management

Tax Planning

 

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
home reversion plan. To understand the features and risks, ask for a personalised illustration.

 

If you’d like to speak to a wealth manager, please call 01270 250800 for an initial free consultation or click on the button below to submit an enquiry.

 

Alextra Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Alextra Wealth Management Ltd is registered in England and Wales under reference: 05541620. Registered and trading office address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.