The Advice Process

Investment

At Lann Finance our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money. The expert professional guidance we provide will help you through this process. This means we can make sure that our solutions are right for you and that you have all the information you need to make a clear decision.

We can introduce you to worldwide investment opportunities wherever you decide to invest, you can be sure your money will be in professional hands.

Understanding Your Needs and requirements

We will take you through a fact find where we will ask you about your current financial situation, your investment goals and objectives. We will also ask about your feelings concerning your investment. How you feel about risk, and your expectations, are important parts of getting the right investment for you. We will also consider your tax position to ensure you are maximising any tax free or tax allowance entitlements.

Understanding Risk

We are all concerned about financial risk i.e. the risk associated with investing in certain investment types and the potential returns from those investments. Investment returns are not usually guaranteed and any investment strategy brings with it the potential for loss. Each type of investment carries a different level of risk.
Generally the amount of risk you take is linked to the reward, i.e. the more risk you take, the greater the potential for higher returns.