INVESTMENTS

Do you want to save towards a deposit on your new home, university fees, a child's wedding or perhaps towards your retirement?  Have you inherited or saved up a capital sum and want to know how to invest* to make it work best for you?

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There are a bewildering array of products and funds in the market, such as NISA, unit trusts and investment bonds and sometimes it's hard to know which to choose.  Farsight Wealth can help you select the most appropriate solution that will meet your needs and we will constantly review your affairs to ensure you are on track to achieve your objectives.

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We use sophisticated and robust tools to help us identify each client's attitude to investment risk.  This then enables us to select the most appropriate mix of asset classes such as equities, bonds, property and cash, which will ensure you are entirely comfortable with the volatility of your portfolio.

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Once your investment portfolio is established we will regularly review it to ensure it continues to meet your objectives in light of any changes to your personal circumstances.

*The value of your investment can go down as well as up so you might not get back the amount you put in.