Investments

 
We will establish your attitude to investment risk, your performance objectives, the agreed means of evaluating your investment portfolio performance, and our agreed responsibilities. We will create an investment advice report that will ensure:

• Your objectives and expectations are clarified.
• Approved procedures are recorded.
• Your investment portfolio is consistent with your lifestyle.

Benefits to you:
The M6 Financial investment planning process will endeavour to:

• Identify your individual risk profile showing the level of risk acceptable to you.
• Provide an asset allocation strategy, helping maximise your investment returns within your risk profile.
• Ensure your investments are placed with a suitable selection of investment providers and investment fund managers.
• Provide appropriate investment options, flexibility and choice.
• Ensure your investment portfolio performance is regularly monitored and reported to you.

Investment Strategy:
Having determined your attitude to risk and your investment performance objectives, we will:

• Review your existing investments.
• Provide investment advice to ensure your existing investments are in line with your current objectives.
• Make recommendations to bring your existing investments into line with your risk profile and performance objectives.
• Report the progress of your investment portfolio to an agreed timescale.

Call M6 Financial Ltd, for your free initial assessment of your current wealth management and investment arrangements.



 

Authorised and regulated by the Financial Services Authority

Please note that the Financial Services Authority does not regulate tax planning and advice.