Which investment style works best for you?

The style of fund you select should be carefully balanced towards your financial goals. Whilst some investors are comfortable in selecting their own range of funds as your financial advisors this is something that we would undertake for you.

Risk/Reward summary

As with any investment there is always a balancing act between potential risk and potential rewards. In general:

  • The higher the returns you aim for, the greater the chance of risk to your capital (losing some or all of your initial investment).
  • Investing for the long term usually means you can afford to take more risk and ride out the ups and downs of market values.
  • Investing in company shares (equities) is generally acknowledged as the best way of providing growth that beats the effects of inflation over the long term (although it does involve capital risk).
  • While there is a risk attached to equities, investing over the long term gives you more time to recover from any losses should there be a fall in the stock market.
    Investing in bond funds can help to reduce the impact of changes in annuity rates as you approach retirement

We always make sure that risk is carefully and thoroughly explained during our advice process, as should any FCA regulated firm. If you are unclear about the risks to your investments please feel free to contact us as will we be more than happy to answer any questions you may have.

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Why undertake your pension review with Periscope Wealth?

  • We are authorised and regulated by the FCA which provides you with protection.

  • We'll check the health of your current pension when we review it and only advise to switch if it benefits you.

  • We will provide you with regular communication, not just a statement and a letter once a year.

  • We are committed to the highest standards of client care.

  • All our pension reviews are fully transparent, free and have no obligation to proceed.

  • We provide tailored advice based on your personal circumstances.

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