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Hi there my names Mike Robertson And My names Phil Hassell
And today we are going to discuss investment planning. Our philosophy is first and for
most to assess your current investment strategy and attitude to risk.
And then what we do is basically determine how that relates to your current investment
objectives. So number one could be what do you want to
invest for? And there could be a number of reasons, couldn't
it. It could be as simple as saving to buy a car
Deposit on a new house The, I don't know, the life time cruise for
when they're going to retire. Or just a new kitchen
Yer Just something that is a goal for the future
Yer Yer. Ok so it could also be that your want
an investment plan purely for perhaps to create an income.
Or capital growth. But we need to establish what the over. What time scale they you actually
want to invest the money for because obviously crucial as well.
And do you also have any ethical preferences such as you do want to invest because of you
don't like tobacco or. People investing in medical research or
Military Arms dealers or something
So our goal is to create an investment strategy to meet your lifestyle goals in the most tax
efficient manner. Encompassing enough flexibility for any unforeseen circumstances. If you want
to talk about investment planning, why not give us a call our telephone number is 01424
777156. My names Mike Robertson My names Phil Hassell
Thanks very much Thank you