Investment Risk Warnings
As with all investments, you should never go ahead without first getting quality advice, which is specific to your personal circumstances and appetite for investment risk.
Always remember that the past performance of an investment must not be taken as any guide to its future returns. Plus, the value of investments and the income from them can go down as well as up.
The level of tax benefits and liabilities will depend on individual circumstances and may change in the future.
Exchange rate fluctuations may cause the value of underlying overseas investments to go down as well as up.
Some Funds investing in specialist sectors or areas carry greater investment risk due to the potential volatility of market sectors which the funds are invested into.
Before investing, please make sure that you take note of any investment risk warnings contained in the key features document and illustration made available to you.
Information contained on this website is based upon our current understanding of legislation and HMRC practice, which may change from time to time.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.
Yvette Jeal
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
Lucy Quinn, East Sussex
Giving her peace of mind that her funds were safe
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
