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Latest Finance News
10 March 2010
- Ten years after the tech bubble burst, the sector now looks cheap
- The economy is not yet out of danger, Gordon Brown warns
- Weak manufacturing data throws doubt on pace of the recovery
- Consumer groups attack delay to reform of PPI market
- Market Update: Unexpected fall in industrial production halts early advance
Investment Planning
After we establish appropriate rapport with our clients we have a clear investment planning process.
The starting point is to understand the specifics of your situation. Your overall aims and objectives will help us generally define the investment type to suit your needs.
We then have a five step investment process:
- Your Attitude to Risk profile drives research into appropriate investment mix or Asset Allocation.
- Asset Allocation drives research into investment sectors for appropriate funds to include.
- Investment funds availability may help define the particular provider.
- We then discuss our recommendation and make the investment.
- The review process is at least as important as the initial investment. At the outset we agree with you how this will be scheduled.
Independent Investment Planning Ltd is authorised and regulated by the Financial Services Authority 430561.
