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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June21

Bothwell dominates in North of Ireland Open

Last week we had another fantastic week of tennis culminating in the finals at Downshire Tennis Club on Saturday. Previously we reported that Downshire local, and current Ireland champion, Peter Bothwell, had found time in his overseas schedule to come back and contest the Johnston Campbell North of Ireland Open for the first time. Of … Continued