Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you? Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
The Bury Financial Advisers Ltd Investment Process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match.
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We do not believe that ‘one size fits all’ and we offer a range of investment solutions to meet the requirements of a diverse client bank. However, this report is concerned with our Model Portfolio service where a panel of funds will be produced by the Investment Committee following appropriate research and due diligence.
Tax treatment is dependant upon individual circumstances and may be subject to change in the future.
Past performance is not a reliable indicator of future results.
The value of your investment and any income from it may go down as well as up. You may not get back the originial amount you invested.
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