Helping your investments work for you
We Offer a Wide Range of Savings and Investment Vehicles
Building a robust investment portfolio requires more than just choosing the right assets, it involves understanding your personal financial situation and goals. We consider key factors such as tax opportunities and implications, your attitude to risk and reward, and how to balance the need for income, capital growth, or a combination of both.
We begin by conducting a thorough review of your current financial position, long-term aspirations, and objectives. This allows us to gain a comprehensive understanding of your needs and preferences. From there, we’ll assess all relevant factors, including time horizon and liquidity requirements, before making tailored recommendations for your asset portfolio.
Our goal is to ensure that your investments align with your financial ambitions while managing risk effectively, providing both security and growth potential in the long run.
The value of our investments can fall as well as rise.
Understanding Your Attitude to Risk
Each individual has a unique approach to risk, influenced by personal preferences, financial goals, and life experiences. Some may prefer a cautious approach, prioritising the preservation of capital, while others may be more comfortable with higher-risk investments in pursuit of greater returns. Understanding your comfort level with risk is crucial before making any investment decisions.
We will work closely with you to assess your attitude towards risk, taking into account factors such as your investment objectives, time horizon, and financial circumstances. Through this process, we can guide you in selecting investments that align with your risk tolerance, helping to ensure a strategy that fits your needs and goals.
Risk Reward Profile
This Risk/Reward profile shows how we will take you through the process of understanding your risk profile and how fluctuations in the market affect your outlook.
Making your investments work for you
Abacus Money Management Ltd
Office Hours
Mon to Fri: 9am to 5pm
Location
14 Miller Court, Severn Drive, Tewkesbury, GL20 8DN
Contact
01684 778360 info@abacusmml.co.uk
Abacus Money Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 610239
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Please be aware that by clicking onto this link you are leaving the Abacus Money Management website, Abacus Money Management Ltd is not responsible for the accuracy of the information contained within the linked site accessible from this page.
Abacus Money Management Ltd is a Private Limited Company registered in the UK, Company Number 06755206