CBK would be pleased to discuss your current investment portfolio. If we think there is room for improvement we will make recommendations, alternatively we will have confirmed that your portfolio is on the right track.
There are many savings and investment opportunities available to the investor. The correct investment portfolio will take into consideration your tax position, life priorities and your attitude to risk. It should further meet your requirement to generate income and/or growth.
Investment opportunities available to the investor:
- Unit Trust
- Investment Bond
- Property Fixed Interest Security
- Home or Abroad
- Offshore or Onshore
- In Trust
- Blue Chip or Technology
- Tracker Fund or Managed
- Fund Manager
Successful investment demands regular updating. Making ourselves available for ongoing support through regular meetings ensures that your investment goals are updated in line with your objectives.
The value of investments and income from them may go down. You may not get back the original amount invested.
Why not contact us for a more detailed analysis of your investment requirements.