FSF News

Brexit: Theresa May 'to offer 20bn euros transitional deal' Theresa May is expected to propose a two year transitional period in her big Brexit spee... Read more...

Japan's yen rises after N Korea warning Analysts say the situation would have to be catastrophic for investors to flee the curre... Read more...

Slough named as the 'best place' to work and live The town immortalised by 'The Office' is a "prime spot" for jobs and a good quality of l... Read more...

Government borrowing at lowest August level for 10 years Record VAT receipts for August helped government borrowing to be lower than expected las... Read more...

China's credit rating downgraded by S&P Rating agency Standard & Poor's finds China less credit worthy because of a build up of ... Read more...

Fed to start unwinding bond portfolio The Fed will start to reduce its $4.2trn balance sheet in October.... Read more...

Brexit 'crunch time' for City of London, says group UK firms and the economy as a whole need a Brexit transition period, City lobby group wa... 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.