Jacksons Financial Services

Investment Planning

Most of us build up a few different kinds of investments over the years; an ISA here, a bond there, and maybe an OEIC thrown in for good measure. Very few of us invest with any specific goal in mind, however, which makes it impossible to tell if the investments we hold are the ones best suited to the task.

At Jacksons, we like to think that we can show you what types of investment could be suitable for your needs, and if necessary can help you establish goals and benchmarks by which to measure the ongoing performance of your portfolio.

Investment planning is about more than just being in the right products though. Asset allocation, risk tolerance, timescale and many other factors should be taken into account when constructing an investment strategy. We will take time to explain these terms, and the principles they describe to you. We also promise to stay in touch with you once the portfolio is established, and to meet regularly with you to ensure that it continues to meet your needs.

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Jacksons Financial Services, Suite 5, Camelot Court, Alverton Street, Penzance, Cornwall, TR18 2QN

Tel: 01736 360717 | Web: www.jacksonsfs.co.uk | E-mail: info@jacksonsfs.co.uk

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