If you have a lump sum that you wish to invest for growth, income or a combination of the both income and growth, remember, every company wants you to
think that their investments are the best for you. That’s one reason why it is so important that you get truly independent advice.
At F1RST Financial Services, we search through hundreds of investment products from across the market, picking only those that meet our high standards
and your needs. our iPortfolio system.cccThe research tools we have available are 'state of the art' and we also meet with a lrage selection of Fund
Managers from different organisations, as well as economists and financial analists. Our F1RST iPortfolio system also provides online access to your
portfolio with realtime valuations of your portfolio holdings.
Our advisers sit down with you to understand exactly your requirements and goals, both now and in the future. You can be sure that the advice we give
will be totally impartial, only recommending solutions that really are best for you matching your 'attitude to risk' and financial goals.
Whether you’re investing a lump sum or putting aside small amounts regularly, we will help you to make the most of tax-efficient savings vehicles like
ISAs and we can help you to create a Portfolio specifically to meet your own short and long term needs, using a combination of products such as investment
bonds, ISAs and unit trusts to reflect your financial objectives and your requirements for access.
Taking your personal financial objectives into account – what you want to achieve, access to your savings, how long you want your investment to run, and
so on – we can help you to tailor a savings portfolio that maximises your returns and meets your requirements precisely.
Not all financial advisers can give Independent advice. Some are tied to specific lenders and/or a panel of lenders also many are not authorised to
provide Independent advice on the associated insurance products and again are either tied to a specific provider or a panel of providers. Please make
sure the broker you are dealing with offers ‘Whole of Market’ mortgage advice together with Independent Financial advice.
We give totally independent unbiased advice, from the ‘Whole of Market’.
But remember there is a risk involved as the value of your investment could go down, as well as up. Also remember that if you take your money out after
only a few years you may get back less than you put in.
Please note & remember
How well your investment grows will usually be the single most important factor determining how much money you get back from your investment. But this is
not something you can predict. Past performance is NOT a guide to the future.
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