Investments

Anyone who listens - however casually - to their radio or television, or who reads a newspaper, might be forgiven for thinking that in the last few months of 2008, the world effectively came to an end.

The turmoil in markets has reminded us again that investment isn't without its risks - but it is also most certainly the case that the media respond to bad news far more readily and loudly than they do to good news. If long term investment didn't consistently reward investors - be it through an ISA, or a pension, or an investment bond or other scheme - why would so many people do it?

Orkney IFA provides quality, impartial advice. We start by chatting with you to make sure we understand your circumstances, your investment objectives, your concerns and your view of risk. Only then will we look at the types of investments which can help you achieve your aims and the specific providers and products which we'll recommend.

For some advisers, that's the end of it. For us, it's the start - we'll review your investments regularly and meet with you to make recommendations about re-balancing your portfolio if needed. Once a year - or more frequently by arrangement - we'll provide a written summary of performance, with recommendations for change.

Ask us about investing in ISAs, Unit Trusts and OIECS, Investment Bonds for growth or for income, about annuities or about investing to offset Inheritance Tax and other liabilities.

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The value of investments can fall as well as rise. Not all Inheritance planning is regulated by the Financial Services Authority.