Investment Planning - Absolute Financial Management

Invest in your financial future.

Investment planning refers to the process of creating a long-term financial strategy to achieve specific investment goals. This may include deciding how to allocate assets such as stocks, bonds, and property funds in a portfolio, based on an individual’s risk tolerance and investment objectives. The goal of investment planning is to create a balanced portfolio that maximises returns while minimising risk.

Opportunity to achieve stronger long-term returns

Potential to grow your wealth for you – and loved ones – to enjoy

Feel more confident about your future

Range of options to suit your personal needs

Get advice

Your Journey

Speak to an adviser

One of our financial advisers will contact you using your preferred method of communication to discuss your financial objectives and current circumstances.

Find a plan that works for you

Your adviser will support you throughout your journey with us, putting your needs at the forefront of every decision.

Begin your journey

Now you're on the road to financial freedom. Your adviser will support you throughout your journey with us, putting your needs at the forefront of every decision.

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If you would like to join our client network and work towards achieving your financial goals then apply today by using our easy online form.

Become a client

    
 
 
        
   Sharon Howells 
 
 
 
  I would highly recommend Brad at Absolute Financial Management.  He carried out an assessment of our retirement savings and was extremely knowledgeable and thorough.  He was very good at explaining complex financial information in simple terms that we understood. He clearly had a focus only on our best interests. I would definitely use Absolute Financial Management again in the future.
  
 
       
   Alexander Dowds 
 
 
 
  just when you think things cant get any better, you come across a company like this. from the first phone call you get vip service and a level of friendliness many other organisations have forgotten.
John, Yvette and Spencer but to name a few. thank you.
  
 
       
   Simon Aplin 
 
 
 
  An excellent service. Helped us sort out a new Mortgage and also helped with future planning with regards to pensions and savings. We will continue to use Absolute Financial Management
  
 
       
   Gemma Pass 
 
 
 
  Highly recommend Victoria Smith at Absolute Finance, she was amazing from start to finish, she knew her stuff, she was professional, and she kept us sane through the process which wasnt the easiest. We wouldn’t have been able to do it without her. She was a massive support and having a personal contact through the process made all the difference. Thank you!!
  
 
       
   Sarah Byrne 
 
 
 
  Couldn’t be happier with the fantastic service provided by Victoria Smith at Absolute Financial Management. Friendly, professional and extremely knowledgable. She has put my financial affairs in good order and given me great peace of mind. I wish I had used her services sooner. Highly recommend.
  
 
       
   Laurence Leyden 
 
 
 
  Victoria was exactly what we needed when assessing our financial position. She made it easy to understand some fairly complex issues and came up with short, medium and long term suggestions that fully met the brief. We now have a good idea of our short term actions and a viable plan for the future. Overall, Absolute were a pleasant change from the usual advisory firms. Victoria was efficient and responsive and we would have no hesitation in recommending her to anyone requiring financial advice.

Making an informed decision

Benefits

Considerations

Investing can provide the potential for long-term growth of your wealth to meet your aspirations.

Investing allows you to diversify your portfolio by investing in different types of assets, which can help to reduce the overall risk of your investments.

Certain types of investments can generate income that can supplement your standard of living.

Investing in assets that appreciate in value over time can help you beat inflation and maintain the purchasing power of your money but this is not guaranteed.

Some investments, such as retirement accounts and ISAs can offer tax efficient ways to save.

Investing can be a powerful tool for creating wealth over time, especially if you start early and remain disciplined in your investment strategy.

Investing always carries some degree of risk, and there is always the possibility that you could lose some or all of your invested capital.

Investing often involves paying fees and expenses, such as management fees, and transaction costs.

Certain types of investments can be very complex. Our advisers will walk you through the investment process making it easier for you to understand.

Important Information

It is important to understand the risk associated with any form of financial product as well as the fees involved.

Past Performance

Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk. The value of your investment may fluctuate over time, and you may gain or lose money.

Fees

The precise amount of the fee will depend upon your circumstances, and our advisors will provide you with an accurate set of costings after assessing your situation.

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Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135 / https://register.fca.org.uk/

Registered in England and Wales 05027747. Registered Office The Bull Yard, R/O 75 High Street, Ashford, Kent, United Kingdom, TN24 8SN.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Website: www.financial-ombudsman.org.uk.