Investment Management

Investment management is the process of buying and selling investments in order to increase wealth. Endeavour Financial Planning has been providing expert and independent investment management services in the Wirral area for a number of years. To find out how Endeavour can help your assets, contact us today for a free, no obligation conversation.

Wirral’s burgeoning businesses

There are a lot of successful businesses in the Wirral area. Every year, the Wirral Business Awards celebrates the achievements of Wirral businesses, and its sponsors are dedicated to helping businesses prosper. Many Wirral residents have benefited from the wealth created in the area, and this means that there is the need for wise financial management to make sure that assets are managed, leaving them in a position to grow and be protected.

Not just investments

Despite its name, investment management doesn’t begin and end with investments; it can also include organising banking, pensions, trusts and taxes. Investment management also looks after managing a person’s estate so that when they die it is passed on to their loved ones.

An investment manager can also advise on insurance to protect a person from the financial burden of life’s unexpected events.

Risk assessment

An important aspect of investment management is risk, and some investments that can provide high returns may carry risks. Stock market shares, for example, can rise or fall over time. An investment manager will discuss with their client the level of risk they are prepared to take. He may suggest a mixed investment portfolio of high, medium and low-risk investments.

A long-term view needs to be taken over risks. If a particular investment falls in value, there is a temptation to sell the investment even, if that means taking a loss. An investment manager may see that such a dip in value is temporary and advise holding on to the investment until it rises again.

Expert knowledge

An investment manager needs to be an expert with a wide knowledge of financial products so that they can tailor an investment strategy to the goals of the individual client. They should be able to explain clearly and concisely all aspects of the investment strategy that they recommend.

A professional investment manager works with his or her clients so that together they can work out the best investment plans.

You could, of course, manage your investments yourself, but without expert knowledge, your finances may be at risk from poor choices. Before you make any investment decisions contact Endeavour Financial Planning to discuss how we can work with you. We do not charge for an initial discussion where you can find out how they can benefit your wealth and your estate.

Investments – The value of units can fall as well as rise, and you may not get back all your original investment.

Estate Planning, Taxation and Trusts advice are not regulated by the Financial Conduct Authority.

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