Inverdea Financial Services can offer advice to clients on potential investment options available. This can range from deposit accounts to 100% capital secure investments, income generating investments and capital growth funds that offer the potential for higher returns. We also can arrange individual self-directed portfolios of stock, shares and bonds. We help you identify your short, medium and long term objectives. Helping to identify your appetite for risk and matching your risk profile to investment products on offer in the market. We regularly review client investments and if needed, can reposition your portfolio. Here are some examples of how Inverdea Financial Services can help:
- Helping clients preserve their capital,
- Setting up income generating programmes,
- Creating diversified portfolios,
- Realising and locking in gains,
- Attempting to minimise losses,
- Evaluating and reposition existing portfolios,
- Minimising charges.