Investments

One area that we find clients are usually looking for advice about is ensuring that their money is working as hard as possible for them. After all, it has usually been hard earned or been built up through making sacrifices and saving money each month! With the times that we’re living in, our clients also want confirmation that their savings are also secure and that their money is exposed to a level of risk that they are comfortable with.

What are your Challenges?

We deal with clients with a range of different savings and investment challenges. Do you get a sinking feeling when there’s nothing left over at the end of the month… particularly when you know there should be! Maybe you need some help with your budgeting? Or maybe you are fortunate to have built up an investment portfolio already but may not be satisfied that it is invested exactly according to your wishes and your appetite for risk?

How we can help!

At LFS we work with our clients to identify your own financial growth objectives, whatever they might be. These might include such challenges as;

– Making your money work -harder each month through better budgeting
– Saving for a rainy day by putting a small amount aside each month.
– Planning for future expenses, for example school or university fees for your children
– Putting in place a diversified investment portfolio to make best use of your investments built up to date
– De-risking your investment portfolio to protect your against future investment or economic shocks


Once we fully understand your current situation and your attitude to risk, we can then set about ddeveloping a strategy to help you achieve your financial objectives. It’s not always easy when you have limited resources, and sometimes tough changes need to be made to the management of your finances. However we’ll help you identify these necessary changes, show you how they’ll impact you going forwards, we’ll help you to understand why they are so important for you and what the benefit of making them is.

Your appetite for risk is a key factor devising the best solution for you. Some people will settle for lower potential returns from their investments while knowing that their capital is protected from falling. Others are happy to accept a level of risk to their initial capital with the aim of achieving higher returns. We realise that no two individuals are the same – so we identify your personal appetitie for risk and then develop a solution that is right for you.

Independence is key!

We’re fully independent so if a financial product is needed, we have access to the products of a wide range of life assurance companies and banks, which enables us to identify and put in place the right product to meet your specific requirement and your appetite for risk.

If you would like to find out more about how we can get your money working harder for you, please give us a call.

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