ADVICE for Making the most of your

Investments

Investing comes in a variety of shapes and forms. Some people have just the one investment and others will have a wide-ranging investment portfolio that may include stocks and shares, property, and high-value assets such as artworks and top-quality wine.

If you’re based in Hull and East Yorkshire, get in touch today. Mortgage Advice Firm will introduce you to Comran Taher of Truly Independent to discuss your investment needs. Mortgage Advice Firm Ltd do not provide Financial Advice.
Please note that neither Mortgage Advice Firm Ltd nor PRIMIS are responsible for the accuracy of the information provided, or the advice received by Truly Independent.

Your guide to investments

We bet you have lots of questions about investing for the future. Here at Mortgage Advice Firm, we actively encourage our clients to share their thoughts and concerns, as this will help you to make an informed decision and invest wisely.

Below are the answers to some of the most frequently asked questions, and don’t forget that we’re always available to offer one-to-one advice and recommendations.

common QUESTIONS

What is investing?

Investing is a way to potentially increase the amount of money you have in the future. Investing can come in various forms, such as stocks and shares, bonds, property, and assets that are designed to increase in value.

For more advice on investment planning, get in touch. Mortgage Advice Firm will introduce you to Comran Taher of Truly Independent to discuss your investment needs. Mortgage Advice Firm Ltd do not provide Investment Planning Advice.
Please note that neither Mortgage Advice Firm Ltd nor PRIMIS are responsible for the accuracy of the information provided, or the advice received by Truly Independent.

Is investing right for me?

It’s true that investing isn’t for everybody. Whether you invest a lump sum or make regular monthly contributions, it really is a long-term game. Normally an investment will last for five years or potentially much longer, so if you’re looking for a quick return, investing may not be right for you.

For more advice on investment planning, get in touch. Mortgage Advice Firm will introduce you to Comran Taher of Truly Independent to discuss your investment needs. Mortgage Advice Firm Ltd do not provide Investment Planning Advice.
Please note that neither Mortgage Advice Firm Ltd nor PRIMIS are responsible for the accuracy of the information provided, or the advice received by Truly Independent.

I’ve heard investing is risky – could I lose money?

Yes, you’re absolutely right in thinking that. Investing comes with risk, as the value of your funds could go down as well as up. That’s why having a chat with a financial advisor is key. By meeting with one of our qualified advisors, we can discuss the risks involved and assess your attitude towards them. You may be very cautious or extremely adventurous – whatever the case, we’ll provide you with a clear and responsible recommendation that’s personalised to your needs and goals.

For more advice on investment planning, get in touch. Mortgage Advice Firm will introduce you to Comran Taher of Truly Independent to discuss your investment needs. Mortgage Advice Firm Ltd do not provide Investment Planning Advice.
Please note that neither Mortgage Advice Firm Ltd nor PRIMIS are responsible for the accuracy of the information provided, or the advice received by Truly Independent.

Do I need a lump sum to invest?

Not at all. In fact, you can contribute to your investments with regular monthly payments that are designed around your budget and cash flow. Whatever your objectives for the future may be, such as saving for retirement, gifting money to children, buying additional property or travelling the world, investing little and often can help you to achieve them.

For more advice on investment planning, get in touch. Mortgage Advice Firm will introduce you to Comran Taher of Truly Independent to discuss your investment needs. Mortgage Advice Firm Ltd do not provide Investment Planning Advice.

Please note that neither Mortgage Advice Firm Ltd nor PRIMIS are responsible for the accuracy of the information provided, or the advice received by Truly Independent.

Is meeting a financial advisor expensive?

Many people believe that help with investing money, setting up a pension and similar financial services are very expensive. This doesn’t need to be the case at all, as The Mortgage Advice Firm will introduce you to a qualified financial advisor who takes into account both your current budget and your long-term goals.

For more advice on investment planning, get in touch. Mortgage Advice Firm will introduce you to Comran Taher of Truly Independent to discuss your investment needs. Mortgage Advice Firm Ltd do not provide Investment Planning Advice.
Please note that neither Mortgage Advice Firm Ltd nor PRIMIS are responsible for the accuracy of the information provided, or the advice received by Truly Independent.
When would you like to chat?

We appreciate that you have a busy life and have designed our services around convenience, accessibility and a hassle-free experience. Simply let us know how and when you’d like to meet up and we’ll make sure to be available when you need us.