àFirstly, Guildford Wealth Management will ascertain how much risk you are prepared to take and for how long.
àSecondly, you consider whether you want to invest for growth, income, or both.
àThirdly, Guildford Wealth Management will put a portfolio suggestion to you, based on your risk profile and income / growth objectives.
Regular reviews are, of course, important in order to keep up with changing market trends.
Past performance is not a guarantee of future performance and the value of unit-linked investments can fall as well as rise.
Guildford Wealth Management Limited is an appointed representative of Sage Financial Services Limited, which is authorised and regulated by the Financial Services Authority.
Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.
The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime. The FSA do not regulate will writing services or some forms of mortgages and tax planning services.
Guildford Wealth Management Ltd, Registered in England No. 05010154. Registered Office The Clock House, 140 London Road, Guildford, Surrey GU1 1UW
