When you’re considering your options for investments, it’s important to get independent advice so that you know you’re putting your money in the right place. At Burton & Fisher, we offer completely independent investment advice across a range of different investment products, so we can help you to find the best solution for your money, whatever your particular needs may be.
Independent Investment Advisers
We begin with a detailed individual investment appraisal for all new clients. We’ll look at what you want to get from your investments both in the short term and over a longer period, and the potential returns you might achieve.
No investment is ever completely risk-free, so we’ll talk to you about your “attitude to risk” – whether you’re willing to look at more uncertain investments which promise higher potential returns, or if you want to stick to options which may not accrue as much but offer a lower risk. The appraisal will also help to establish your personal limits on how much you can afford to lock away in investments, and for how long. This is a particularly important step for new investors.
From this unique appraisal, we’ll be able to deliver a personally tailored plan for you, taking into account your goals, your needs, and technical aspects like tax and trust planning. We’ll suggest the most appropriate investment products for your particular needs, and explain all your options in clear, jargon-free terms.
Contact Burton & Fisher for Investment Advice
At Burton & Fisher we pride ourselves on offering individual, face-to-face investment advice; whether you’re building up or managing an existing portfolio or considering a one-off investment, we’ll help you to find the right solution for your individual needs. For more information, or to book a free initial meeting, contact us at our Lancaster or Morecambe office for investment advice today.