Executive Benefit Services (U.K.) Ltd - Telephone 01555 678900

Investment Planning

Successful long term investment success comes from two simple principles; quality and diversification.

Investment Planning with Executive Benefit Services LanarkOur Investment philosophy is simple…

  • We look to set up a long term plan for your finances.

  • We believe in time in the market, not market timing.

  • We look to take emotion out of the investment decisions.

  • We believe in rebalancing investments on a regular basis.

In deciding the best investment strategy we have an in-depth discussion regarding your attitude to risk and your ability to withstand losses. We also offer reviews on existing funds you already have.

In collating the most appropriate strategy, we offer:-

  1. Risk targeted investment solutions

  2. Multi Manager and Multi Asset solutions

  3. Access to Discretionary Fund Managers from our panel of preferred providers

Areas we consider when making investment recommendations:-

Investment Planning with EBS Ltd Lanark Scotland
  • Accessibility of funds required

  • Reputation/past performance of the fund universe

  • The level and term of investment you wish

  • Your current and future tax status

  • The level of Investor Protection

  • The structure of Investment

  • Your past experience with investments

 

 

 

Please do not hesitate to contact us should you have any questions on Investment Planning, we would be more than happy to help.

House

Contact Us
Executive Benefit Services (U.K.) Ltd
EBS House
25 Hope Street
Lanark
ML11 7NE

t:      01555 678900
f:      01555 678910

e: mail@ebsuk.com

Executive Benefit Services (U.K.) Ltd. established 1981

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The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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