Wealth Management in Cambridge
Investing in today’s uncertain world and maximising investment returns without taking too much risk is a real challenge. That’s why professional advice pays for itself.
SUCCESSFUL INVESTING IS ABOUT RISK V REWARD.
Getting investment advice from a professionally qualified investment adviser has never been more important than in today’s increasingly uncertain world.
There are many factors to consider when deciding how best to invest your money. That’s why using the services of an independent professional investment adviser can provide you with greater peace of mind. Therefore, contact us today to find out how we can help you.
Andrew Coury BSc (Hons), IMC, CFA, APFS
Chartered Financial Planner, Chartered Financial Analyst.
Restricted v Independent Advice
It is very easy to receive advice from someone acting as if they know what they’re talking about, but be careful. We have seen many examples of organisations who claim to offer ‘advice’ but in reality they are restricted advisers selling from a limited product range. For example St. James Place. The Financial Conduct Authority (FCA) calls this “shoe-horning”. Therefore, it is very important to seek out independent advice from an adviser who is properly qualified and has ‘whole of market’ access to suitable investment products and services.