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Investment Advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

What you need to give some thought to is what those objectives are. This is an area in which compromise and self understanding are essential.

Some people want investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.

Sensible investment planning revolves around understanding what your investment aims are.

You may be willing to accept a degree of short-term risk with an investment that is made for later in life, such as those intended to fund your retirement.

But short-term safety should be your priority if you're likely to need the full amount in the near future, for a deposit on a house for example.

We aim to help you develop an investment strategy that is appropriate for your needs, using investments that suit your attitude to risk and tax position.

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ANA Financial is a trading name of AFM Management Limited (FRN 625128) Registered office at 1 Burkes Parade, Beaconsfield HP9 1NZ, Registered in England & Wales, Registration Number 09040237, which is an appointed representative of Financial Advisors to Consultants Engineers & Technologists (FACET) Limited (FRN 131372) Registered in England & Wales, Registration number 1931757 which is authorised and regulated by the Financial Conduct Authority.

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The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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