FSF News

Trump 'ready' to tax all Chinese imports The US president says he is prepared to slap tariffs on all $500bn of imports from China... Read more...

UK government borrowing at 11-year low Public sector borrowing between April and June fell to the lowest level since 2007.... Read more...

Trump criticises US central bank's interest rate rises Mr Trump says he is "not happy" with rising interest rates which he argues put the US at... Read more...

Pound drops below $1.30 as June retail sales fall Sterling falls after figures show shoppers shunned stores to focus on the World Cup last... Read more...

Two former traders jailed in Euribor rate-rigging case Christian Bittar and Philippe Moryoussef are jailed for five and eight years respectivel... Read more...

Summer clothing sales hold back inflation The CPI measure of inflation remained at 2.4% in June, raising uncertainty over an Augus... Read more...

Prices of flats stay unchanged for a year, says ONS Overall houses prices rose by 3% in the year to May, according to the Office for Nationa... Read more...

Defining goals and agreeing attitude to risk

Our fact finding sessions will help unearth your financial goals and in so doing help calculate the capital sums and/or income and the timescales involved. Our lifetime cashflow analysis projects income flows into retirement and helps identify funding required to meet the desired income levels.

With a clear idea of what funds are to be invested and over what time period, our next step is to refine our understanding of the level of risk you are willing to take in connection to each goal. Our risk profiling analysis looks at not just the risk you are willing to take but also the risk you can afford to take and need to in order to meet your objectives. Once this has been agreed, we can start to compile a suitable investment portfolio.