Investments 

Investing Is A Marathon Not A Sprint
The First Pound You Invest Is Always
Don't Put All Eggs In One Basket
If It Sounds Too Good
History Repeats Itself
A Journey Always Starts
If You Want to Reap
All That Glitters Isn't Gold
Sell High Buy Low
There is no such thing as risk free.GIF
Investment
Options 

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  • There are a wide range of investments available today but the big question is how safe are those investments and how quickly can they be sold?

  • The affects of the credit crunch are still with us 5 years later.  Where can  you invest to get a consistent return?

  • Abbot Associates Ltd IFA's have been advising clients for over 30 years on a wide range of investments.

  • We have never lost all or part of a clients money by investing in investments that have either gone bust or incurred a total loss.

  • We use our unique Active Asset Allocation process to provide low risk superior returns for our clients.   We call it our Triple A concept "AAA"

There are 6 stages to choosing the right investment and we help you at each stage.

1) Identifying your needs and goals.

2) Assessing  your risks and budget.

3) Selecting your investments.

4) Selecting the product that holds the underlying investments.

5) Ensuring the maximum taxation advantages are used.

6) Ensuring your strategy adjusts to take account of the inevitable changes that take place in life.

    

On the left is a list of the main investment options, on the right is a list of the products that can hold them.

 

We can advise you on all aspects of  investment planning by answering your questions and formulating a strategy to achieve your goals. 


 

The 4 main ways Abbot Associates Ltd can help you add value to your investments.

1) By ensuring we contact you regularly to advise on current events and how this affects your investments.  We also provide a clear strategy to deal with any changes. Examples:- 

a) As the credit crunch of 2008 was unfolding, we contacted all our investment clients with more than £10,000 invested at least once, most several times and discussed their options with them.   

b) Prior to the Brexit vote, we advised our clients to substantially reduce their holdings in the UK and instead invest in Foreign investments especially the US.  We anticipated that whichever way the vote went, taking this action would be beneficial.  The UK pound fell substantially after the vote and all clients who took our advice achieved an 10-15% increase in funds switched over the 3 months post the Brexit vote.

2) Helping you choose the most suitable investment style to suit your needs.  As independent advisers, we consider a range of investment styles and recommend the most suitable, and tailor it to your needs. There are always new styles and no one style will work in all investment environments.
 

3) We pick the most suitable individual investments to suit your needs, always looking to achieve above average returns without increasing  the overall  risk profile. 
 

4) We advise you about how to plan your investment portfolio.  This enables you to take advantage of all the tax benefits and allowances, whilst keeping your taxes as low as possible. 


All our recommendations come with a full Suitability Report, providing you with a permanent record of the advice, before a decision is finalized.
We always agree our costs and charges in advance and confirm in writing before embarking on any chargeable work. 

Product
Options 

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Call Office open 9-5 week days

TEL : 0117 9574006
FAX : 0117 9397668

Email: info@abbotassociates.com


 

Address:-

Abbot Associates Ltd

Elleray House

Beckspool Rd

Hambrook

Bristol BS16 1QZ

Abbot Associates Ltd is Authorised and Regulated by the Financial Conduct Authority.
Abbot Associates Ltd is registered in England & Wales and the Company Registration Number is 3873772
Directors: Paul Currer, Daniel Chard.

We are entered on the Financial Services  Register No. 190792 at  www.fca.gov.uk/register/home.do

• You should be aware that your property may be repossessed if you do not keep up repayments on your mortgage or other loans secured upon it.
• Past performance is no guarantee of future returns.
• The value of investments and any income from them can fall as well as rise.
• Changes in currency rates may cause the value of certain funds to fall or rise.

The Financial Conduct  Authority does not regulate taxation advice and some aspects
            of Buy to Let Mortgages.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the financial ombudsman service to help you resolve this please see the following link for further details: -

http://financial-ombudsman.org.uk
• Our recommendations, and any references to taxation are based on our understanding of current tax legislation which may change in the future. Please note: Tax benefits are subject to change and individual circumstances.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Registered in England and Wales No. 3873772 Registered Address: Elleray House Beckspool Rd Hambrook Bristol BS16 1QZ