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You benefit from our independence |
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The amount of risk that can be accepted depends
partly on timescales |
Working with individual clients
Investments (continued)
Many clients wish to ensure that their money is invested on a socially
responsible basis. Whilst it is often difficult to be certain of all the activities
of companies with diverse businesses, or of all the holdings in a widely
diversified collective fund, we will endeavour to see that your requirements
are met.
An investor’s attitude to risk is a very personal thing which can change
over time. It is important that you feel comfortable with the way in which
your money is invested and from the outset we will need to understand the
degree of risk you are prepared to accept. This is likely to, in part, depend
upon the timescales prior to when access to capital might be required.
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