How are your existing investments working out for you? Are you happy with their performance – and are you likely to get back what you originally hoped for? Are you making full use of all the tax-efficient savings that are available to you?
You may find that, over time, your investment has become less relevant to you, your situation, your outlook and your financial and life plans.
We can help you if that’s the case. At Red Circle, we can review your existing investments and see how they fit in with the current financial landscape. We want your investments to work to their full potential and if they’re not, we’ll offer you our recommendations as to how to improve the situation.
The value of the investment can go down as well as up and you may not get back as much as you put in.