If you’re looking to invest, buy a financial product or plan for the long term, your need for financial advice will depend upon your circumstances, the product and your finances.
If you’re considering investing your money into shares, trusts and other investments you can do this by yourself, although investing alone will certainly increase the risk as investments of this level can be quite hard to understand – this will mean that without a full understanding of the product that your investing into, you are at a risk of losing your money. You should ask yourself these questions when looking at investments:
- Do you have the time, or have you done research into this investment?
- Do you have experience, knowledge or any skill of investing?
- Can you afford to lose the money that your investing?
- If everything was to go pear shaped, would you be comfortable in taking responsibility?
If the answer to any of these questions is a no, you should definitely seek financial advice from Carlton Smith when investing, they will be able to provide you with financial advice with their many years of experience and vast knowledge.
Insurance or mortgages:
With the new found use of price comparison websites, you can now purchase mortgage and insurance through them. However, at Carlton Smith there are experienced and specialist brokers who will be able to talk through the most suitable range of options for you and they can really help you get the most out of your purchase.
Carlton Smith deal with all types of pensions, if you’re looking to invest in a personal pension, boost your existing pension or merge your existing pensions, advice from Carlton Smith can really help you understand how the process and products work. Pensions are long-term investments and understanding them, the risk and suitability unique to you is essential.
Carlton Smith can provide you with excellent financial advice in all these areas with advice bespoke to you and your personal situation. There are also a wide range of other areas that Carlton Smith can provide financial advice in, so if you would like financial advice in any area such as tax, sick pays, offshore investments etc, please contact Carlton Smith today.