When you decide to invest your hard earned money, it should only be when you are ready. It is also important that you seek advice to ensure it is being invested in the correct way to meet your goals and expectations. We always advise that you have an emergency cash fund and that you are in control of any debt before you invest.
Our investment process is designed to fully meet the needs and objectives of our clients. We utilise a wide range of investment solutions chosen from the whole of the market to meet the client requirements identified; from full discretionary and bespoke investment options; to risk related model portfolios.
We will need to establish and discuss the following with you: goals and objectives, timescales, your attitude to risk / capacity for loss and what you expect the investment to do.
It is important that when making decisions in relation to your financial planning that you are aware of and fully understand the potential risks involved e.g.
When investing you need to take account of these risks and consequences that these may have on the achievement of the goals in your financial plan. Risk profiling is the process for determining an appropriate investment strategy for you with regard to risk. It has four primary aspects, your views on which have been taken into account in making our recommendations to you.
Copyright © 2021 The Premier Partnership Limited - All Rights Reserved.
The value of your investment can go down as well as up, and you can get back less than you originally invested.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL WRITING AND TRUST ADVICE.
Complaints – If you are dissatisfied, you are entitled to make a complaint. Please be assured we treat complaints seriously. For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of FOS can be found on their website at www.financial-ombudsman.org.uk
The Premier Partnership Limited is authorised and regulated by the Financial Conduct Authority (FRN 209446) Registered Office Address: 5 Pebble Close Amington Tamworth B77 4RD Registered in England and Wales No: 2794326.