Exchange Rates:    £/$ (US)      £/R (ZAR)      £/$ (AUD)      £/€ (EUR)

Latest News

Contact Details

Investments / Portfolio Planning

Whether you’re saving for your children’s education, building up a deposit for a second property or simply putting some money away for a rainy day, building a successful investment portfolio can be a bewildering task. You will need to take into account your attitude to risk, your need for growth and all the relevant tax opportunities and implications. Are you going to make use of funds or invest directly in stocks and shares?

PSG Consult will help you simplify the process by ensuring we match up the most suitable solution and strategy to your needs. After completing a detailed personal review of your current financial position, including your aspirations and objectives, we will assess all of these factors before making any recommendations for your portfolio. We believe to err on the side of caution and manage your investment taking into account:

Since wealth management is an ongoing process, we will aim to meet you on a regular basis to ensure your portfolio is on track and in line with your financial planning goals.

back to top

Risk Reward

Everybody has a different attitude to risk. Generally a higher amount of risk means a higher potential return, but there is also an increased chance of losing money. You will need to discuss your attitude to risk with your advisor in order for them to help you make the most suitable investment choice.

Risk is related to several factors, the main ones being the type of investment products undertaken, the length of time the investment will be taken over, and how the funds are invested (eg. a broader investment spread generally has a lower risk than a specialist area). When choosing investments, it is important to remember that past performance is not always a guide to future returns, and the value of investments and the income from them can go down as well as up. It’s also important to note that the level of tax benefits and liabilities will depend on individual circumstances and may change in the future.

back to top

Contact Us

Contact us today for a no obligation chat with one of our qualified advisors. We can give you the advice and recommendation you need to put a successful investment portfolio into play.

You can contact us online using the panel on the left of this page, or call us on 0845 67 11100.

back to top

Types of Investments

There is a large range of investment products available, and the product which is best for you depends on your individual circumstances. Click on the links below to find out about some of the more common types.

back to top