avisser@activefinancialpartners.eu 01254 668843 | 07515 526348

Investments

Andrew can help you to:

Build an investment portfolio that matches your risk profile

Minimise your tax liability through ISAs and NISAs

Discuss full range of investment options including equities, funds, bonds and alternative investments

Set up a savings plan

Ensure savings are earning the best possible returns

Managing your investments

Everyone wants to maximise the growth on their Investments and using a selection of well-managed investment funds can often be the best solution.

Combining various styles and types of investments a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies. The key to successful investment is in the time you give your money to grow and choosing the investment sectors and investment managers wisely.

AFP’s investment service creates a number of Risk graded portfolios for either growth or income.

The integral component of any Wealth Management Proposition is how your investments ie NISA’s, bonds, unit trusts etc are reviewed, so should you elect to use our model portfolio service we will monitor the progress of each investment we recommend and provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.

Your AFP adviser Andrew Visser can help you make sense of your financial position. But more than that, through his expertise and commitment, he will make sure you understand your financial priorities and work with you to help find solutions that are the most beneficial and appropriate to your needs.

The value of units can fall as well as rise, and you may not get back all of your original investment.

To discuss how Andrew can help you, get in touch to arrange an initial consultation at no cost using the form below:

Get in touch

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Andrew Visser – IFA

Office: 01254 66 88 43

Mobile: 07515 526348

      

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