Investment Planning

Before any investments are put into place it is vital that certain information is established before doing so, these are:

  • Reasons for investing
  • Future plans
  • Timescales
  • Your attitude to investment risk
  • How much accessible cash do you require at any point in time

Risk and reward go hand in hand and it is important that you are comfortable with the levels of fluctuations that might occur from time to time within your portfolio.

In order to assess your risk tolerance, Vintage will use various tools which helps us to measure your risk tolerance. Once this has been established we can then discuss the options with regards to asset allocation

Asset allocation relates to the mix and proportion of equities, fixed income securities, cash, commercial property and other assets that will be held within an investment portfolio. Depending on your risk profile each sector will be weighted accordingly to balance the level of risk you are prepared to take with the level of reward you may require.

Once this process has been completed we will then look at where to invest your funds in accordance with your asset allocation. Discover more information about our Investment Philsophy.

If you would like to discuss your own situation with one of our advisers then please contact us to arrange a meeting.