Financial Planning

Investment Planning

Investment planning and attitude to risk

As part of your financial profile we will assess your attitude towards risk. Medium to long term investments invariably involve a degree of risk, as their value and any income they produce can go down as well as up, and there are no guarantees that you will get back the amount you invested.

However, whether you have a lump sum to invest, or want to save regularly, we will determine which investment solution is best for you, in line with your attitude towards risk.

Investments Enquiry
Single Investment Calc
Monthly Investment Calc
Annual Investment Calc

Ian Lees & Co. Asset Management is Authorised and Regulated by the Financial Services Authority.

Ian Lees & Co. Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 184792

The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

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

Ian Lees & Co. Asset Management
59 Watling Street, St Albans, Hertfordshire, AL1 2QF

Tel: 01727 833857Email: enquiry@ianleesassetmanagement.com