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    August 23, 2020
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PROMOTION In turbulent times an IFA will help you weather the storm uring periods of uncertainty, the stock different degrees of risk. Your adviser's expertise in determining the exact content and appropriate percentage of overall investment held in cach for you personally is therefore crucial. is important to regularly review your personal circumstances and content of market can take a battering and there is a temptation for individual investors holding standalone investments, portfolios or investments within pension or ISA wrappers to make knee jerk decisions and sweeping changes overnight. Whilst these periods can be your portfolo witha professional IFA at least annually. Your IFA will ensure that your portfolio and portfolio volatility remains aligned with your objectives, taking into account opportunities of the inevitably changing investment Disciplined investing An investors attitude and actions during negative growth periods is as important as the portfolio's structure. uncomfortable, those with an conditions, Independent Financial Adviser (IFA) should have the confidence and peace of mind that they need not panic or make rash decisions. Successful investors tend to be pragmatic and realistic, investing for the long term, expecting that, while there will be good times, there will also be some not so good too. Deviating from a well thought out, long-term plan in such a febrile market environment is A tailored investment portfolio An IFA will take the time to get to know you, discussing your personal circumstances and goals to create a tailored investment strategy, blending different investments into a single portfolio, whether your objective is capital preservation, the generation of income, capital growth or a mixture of typically an emotional response, rather than a disciplined one which an IFA would advise. A recession or short- term downturn should not be seen as a reason to panic, providing that a portfolio continues to meet personal criteria and is well diversifled. It is important to remember that all three. In addition to their own knowledge and expertise, they may also draw on institutional research, giving you the confidence that any recommended corrections are an inevitable feature of If you don't have an IFA or are investing, and that markets do recover looking for a new adviser then get in touch with our team today. in time. Whilst no one knows for certain how future events will play out, or how markets will react in the coming weeks and months. What is known, is Daniel Robertson Business Development Manager investments should be the best in sector. Kreston Reeves The key is to build a diverse investment portfolio consisting of asset classes that accurately reflect an individual's risk tolerance. Typically, a portfolio will contain equities (stocks and shares), gilts and corporate bonds (loans to governments or companies). property and cash, which all hold that whether the next move for markets E. daniel.robertson@krestonreeves.com is up or down, longer term investors have the time to ride out the peaks and troughs. Regularly review your portfolio Recognising that your circumstances and requirements will change and evolve alongside your life ambitions it T. 0330 1241399 KRESTON "REEVES Kreston Reeves has offices across Kent, London and Sussex. www.krestonreeves.com PROMOTION In turbulent times an IFA will help you weather the storm uring periods of uncertainty, the stock different degrees of risk. Your adviser's expertise in determining the exact content and appropriate percentage of overall investment held in cach for you personally is therefore crucial. is important to regularly review your personal circumstances and content of market can take a battering and there is a temptation for individual investors holding standalone investments, portfolios or investments within pension or ISA wrappers to make knee jerk decisions and sweeping changes overnight. Whilst these periods can be your portfolo witha professional IFA at least annually. Your IFA will ensure that your portfolio and portfolio volatility remains aligned with your objectives, taking into account opportunities of the inevitably changing investment Disciplined investing An investors attitude and actions during negative growth periods is as important as the portfolio's structure. uncomfortable, those with an conditions, Independent Financial Adviser (IFA) should have the confidence and peace of mind that they need not panic or make rash decisions. Successful investors tend to be pragmatic and realistic, investing for the long term, expecting that, while there will be good times, there will also be some not so good too. Deviating from a well thought out, long-term plan in such a febrile market environment is A tailored investment portfolio An IFA will take the time to get to know you, discussing your personal circumstances and goals to create a tailored investment strategy, blending different investments into a single portfolio, whether your objective is capital preservation, the generation of income, capital growth or a mixture of typically an emotional response, rather than a disciplined one which an IFA would advise. A recession or short- term downturn should not be seen as a reason to panic, providing that a portfolio continues to meet personal criteria and is well diversifled. It is important to remember that all three. In addition to their own knowledge and expertise, they may also draw on institutional research, giving you the confidence that any recommended corrections are an inevitable feature of If you don't have an IFA or are investing, and that markets do recover looking for a new adviser then get in touch with our team today. in time. Whilst no one knows for certain how future events will play out, or how markets will react in the coming weeks and months. What is known, is Daniel Robertson Business Development Manager investments should be the best in sector. Kreston Reeves The key is to build a diverse investment portfolio consisting of asset classes that accurately reflect an individual's risk tolerance. Typically, a portfolio will contain equities (stocks and shares), gilts and corporate bonds (loans to governments or companies). property and cash, which all hold that whether the next move for markets E. daniel.robertson@krestonreeves.com is up or down, longer term investors have the time to ride out the peaks and troughs. Regularly review your portfolio Recognising that your circumstances and requirements will change and evolve alongside your life ambitions it T. 0330 1241399 KRESTON "REEVES Kreston Reeves has offices across Kent, London and Sussex. www.krestonreeves.com