Investment Planning

Deciding where to invest your money can be difficult without professional advice.

At Midland Financial Solutions we have a clear step by step process, supported by our specialist knowledge, to guide you through your decision-making.

Our investment advice will always follow these steps:

  • Setting objectives appropriate for your specific needs and financial goals.
  • Establishing and agreeing your attitude to investment risk and ensure you understand risk versus potential reward.
  • Agreeing an appropriate overall asset allocation and any specific investments that should be considered or avoided.
  • Agreeing any tactical asset allocation decisions, depending on our view of the market outlook.
  • Recommending an appropriate investment structure to maximise the tax efficiency of your investments.
  • Selecting and recommending specific funds or investments.
  • Regular ongoing reviews and monitoring of your investments at pre-agreed intervals

Spreading your financial risk through a diversified portfolio of assets is still the most sensible way of managing – and making the most of – your money. Ideally you would have a mix of equities, property, fixed interest securities, easily accessible savings for emergencies and possibly other assets that will help grow your wealth over time.

To find out more about our Investment Advice Process and your investment options, order our free dedicated guide on the topic by calling 01332 345370 or emailing [email protected] or download it here.