FSF News

Budget 2017: Plans to build 300,000 homes a year The chancellor says he understands the difficulties young people have in saving for a de... Read more...

Hammond: Driverless cars will be on UK roads by 2021 The chancellor says the country must embrace new technologies in order to succeed.... Read more...

Chancellor Philip Hammond's 'no unemployed' remark attacked The chancellor made the comment as he played down the threat posed to jobs by new techno... Read more...

Labour's John McDonnell demands 'emergency Budget' Shadow chancellor John McDonnell demands 'an emergency Budget for public services '.... Read more...

Retail sales in first annual fall since 2013 Despite the annual sales fall, the underlying picture is one of growth, the UK statistic... Read more...

Brexit: Goldman Sachs chief Lloyd Blankfein suggests second vote Lloyd Blankfein tweets that many want a "confirming vote" on a "monumental and irreversi... Read more...

Russia and Venezuela agree debt deal Russia said it had agreed to minimal repayments over six years on more than $3bn in debt... 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.