Financial Advice for Individuals

Protecting your family and your investment assets are two of the most important things you can do. After all, if you don’t, who will? Certainly relying on the State to provide support in the event of death, illness or retirement is just not a realistic option for anyone wishing to maintain a reasonable standard of living.

At Business & Personal Investment Ltd., we believe in helping our clients to plan for the unexpected as well as preparing for anticipated future expenditure. All we ask is that you invest some of your time to allow us to fully understand you, your circumstances, your attitudes, your needs, and your aspirations.

This is not a one-off process but one that will be repeated, usually annually, because circumstances change and part of our on-going commitment to you is to ensure that your arrangements remain current.

And as you go through life, your needs will undoubtedly change, from the early days when a growing family is in its infancy, to when your childrens’ education costs are mounting, and then to when an “empty nest” at last gives you the greater personal freedom to enjoy the wealth you have accumulated. Throughout this period it is almost inevitable that your attitude towards risk will alter, and we will work with you to ensure that your investments mirror such change.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.