PODIUM FINANCIAL
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Investment Planning

Investment Planning

​Why invest?
 
Investing is simply a form of saving which can help you beat the rate of inflation and may mean that your money grows more actively than it would in a cash deposit account, particularly if you invest over the long-term.

​There are risks however as
your money isn’t as secure as cash savings and the value of your investments can fall as well as rise and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance – but investing has potential benefits too. 

Consider your investment goals

Before you invest, you need to have a clear plan of what you are investing for. Retirement, a new house, a wedding, children’s education, or just for a rainy day? Is this goal in the near future, or a long way ahead? Timeframe is a major factor to consider when identifying the most appropriate
investment strategy.


Consider how much risk you are willing to take

All investing comes with a degree of risk, and this varies from investment to investment. You need to ensure you’re comfortable with the risks involved as well as considering how much risk you can afford to take without it affecting your lifestyle. 

Create an investment strategy

We will work with you to understand your current situation, identify your goals, and assess both your timeframes and attitude to risk. This will help to ensure that when we develop a long term investment strategy for you, your portfolio will be properly diversified, you are not exposed to unnecessary risk, and that any future investments are aligned with your objectives.

All of our advice will be tailored to you, your circumstances and your aims.
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Regulatory Statement

Podium Financial Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Podium Financial Limited is entered on the Financial Service register (www.fca.org.uk/register) under reference number 912928.
Registered Address: Rangers, Weycombe Road, Haslemere, Surrey GU27 1EL. Registered in England & Wales No. 12144064.
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
Photo used under Creative Commons from Jocelyn777
  • Home
  • About
  • Our Advice Process
    • Privacy Policy
  • Our Services
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Protection
  • Client Reviews
  • Contact
  • News Articles