Being such a detailed subject there are literally thousands of investment vehicles but of course not all will be suitable or appropriate, depending on each clients goals, objectives and investment experience.

The main driver in choosing the correct investment is a process called ‘Attitude to Risk’ profiling. At Money Plan-it we use the latest industry technology to determine each clients ‘Attitude to Risk’ and 'Capicity for Loss'. Essentially this process helps us establish which types of investments are suitable for you.

Via our relationship with Intrinsic Wealth Management we have exclusive access to the fantastic range of ‘Cirilium Funds’ via Henderson Global Investors.

Please click here for a copy of our detailed 30 page 'Weath Management' Guide.

For more information on any of the above, please contact us on 01224 594503 or email info@moneyplan-it.co.uk