How We Do It

Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.

Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.

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August15

How safe are Government Bonds?

It is widely held that government bonds are a safe investment – after all, you get your money back at the end of the term plus interest, fact. This is certainly true in the actual pounds and pence you will receive, but what is the real return, relative to the latest UK inflation figure of … Continued

August13

Support for SANDS

Our team was delighted to be able to present a cheque to Steven Guy of Sands Northern Ireland today. Pictured are Beverly Reid and Ray Hall from Johnston Campbell and Steven (centre) from Sands. As you may be aware we have a social responsibility committee at Johnston Campbell that can offer support to those organisations … Continued