Investment Advice

Investing money can be a challenging decision at any time but in the current economic climate it can be even more of a challenge.

However at PFM our investment advice process ensures that every investment decision you make is suitable to meet your wider financial goals and objectives.

Since we charge fees for our services there are no incentives for us to recommend commission paying financial products. We are totally impartial and so, if we felt that a cash deposit was the most suitable home for your money, we would recommend it.

At PFM we also ensure that we thoroughly assess your attitude to investment risk to ensure that you take no more risk than you are comfortable with. This is undertaken via a psychometric test which provides us with a platform to assess your attitude to risk. From that we can then recommend a suitable portfolio of investment from very cautious to adventurous.

Most importantly we offer investment advice in plain English. We are not here to blind you with science or use complicated jargon when making our recommendations.

So whether you are a first-time investor or have plenty of experience, our logical approach to making and reviewing investment decisions will appeal to you. We work with clients who either have cash or wish to review and reconfigure there current investments for the purpose of tax-efficient capital growth, income or a combination of the two.

All in all what we want to do is to be in a position to assist clients in establishing reasonable expectations and reviewing progress on a regular basis. In this way we can take the anxiety out of investing.
Call us on 01768 840000 or e-mail info@profilefm.co.uk to request further information or arrange an initial meeting. This first meeting is at our expense and without obligation. We look forward to hearing from you.