This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.

When deciding on your investment portfolio, it is important to understand the relationship between risk and reward. All investments involve a degree of risk and the level of returns can reflect the amount of risk that you are prepared to take.

However, it is equally important to look at your short and long term financial goals when considering the amount of investment risk that you are prepared to take. If you are looking to invest for a long-term goal, then you can achieve a more favourable return by investing in higher risk assets such as stocks or bonds. As your investment will be in place for a number of years, any fluctuations in the stock market will have less long-term impact on your overall level of return.

If you are looking to invest in the short-term, then a lower risk cash investment may not give you as strong a return in the short-term, however will allow you the flexibility to drawdown on the investment at short notice.

We can help you understand your attitude towards investment risk simply by understanding your long and short term financial objectives once you have completed a short questionnaire. Based on this, we can tailor our recommendations and include a portfolio of investments  which correspond to the amount of investment risk that you feel comfortable with.

Back to investments

Arrange a free initial no obligation consultation

Enter security code:
Security code

Occasionally we may email you with financial information/articles which may be of interest to you – please tick the box to let us know you’re happy for us to contact you.

Or call on 0117 907 1965


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.


41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965