FSF News

UK inflation rate drops back to 3% The rate fell from November's six-year high of 3.1% mainly because of the impact of air ... Read more...

House prices: Midlands sees biggest rises The region saw the biggest price growth in the year to November, with London recording t... Read more...

Male work patterns see big shift to part-time roles, study says A big rise in men working part time is coupled with a fall in the number of middle earne... Read more...

Chile complains of World Bank unfair treatment The World Bank has ordered an enquiry into the ranking it gave Chile for competitiveness... Read more...

Sadiq Khan warns of Brexit 'lost decade' The London mayor says a hard Brexit could cost the UK 500,000 jobs and £50bn in lost in... Read more...

Plastic fantastic: How it changed the world Many things that we take for granted depend on plastic, but will consumers help reduce p... Read more...

Oil prices rise to hit four-year high of $70 a barrel Brent crude rose after Opec promised to keep a lid on crude production during 2018.... 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.