When you decide to invest your hard earned money, it should only be when you are ready - Stock Market investments are not for everyone. It is important that you seek advice to ensure your capital is being invested in the correct way to meet your goals and expectations. We always advise that you have an emergency cash fund to cover 12 months expenditure. You should review 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 our clients' needs. What this means is we have a full range of options to choose from. These range from full discretionary and bespoke investment options; to risk related model portfolios. Your financial adviser will work with you to assist with your wealth planning.
We will need to establish and discuss the following with you: current circumstances, goals and objectives, timescales, your attitude to risk / capacity for loss and what you expect the investment to achieve.
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 they may have.
Risk profiling is the process we use to initiate discussion on determining an appropriate investment strategy for you.
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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.