Savings and Investments
It is very important to us at Knight O’Byrne that we fully understand your financial objectives before we make any recommendations on investments.We therefore start the process by meeting with you to discuss your requirements, taking account of all relevant issues, including:
• Attitude to investment risk
• Your desired return on capital
• Short-term needs (eg. to keep some funds readily accessible)
• Long-term needs (eg. capital growth and/or regular income)
• Taxation
• Flexibility
• Existing investments
Having agreed your precise objectives, we begin the task of selecting the investments that are the best for you. As Independent Financial Planners we can choose from the whole of the market and prepare a plan to meet your objectives. We can also review your existing portfolio to ensure that it remains appropriate to your circumstances.
