Successful investment needs a clear goal

So you’re thinking of putting some money into an investment plan? Why?


That’s a key question which, with the plethora of information available to us today, is often forgotten. It’s all too easy to check the internet, download the app, watch the 24-hour business TV channels and become engrossed in Wall Street’s 1½-point rise between 2pm and 2.15pm today; but does it all really matter?

The point is that, in our experience, investment isn’t really just about out-performing the markets. Clients tend to have specific reasons to invest their money – whether they’re aware of it or not.