Investments

Investments can go down as well as up – and they do.  

In today’s volatile markets, it’s even more important that your portfolio is carefully constructed in a way that fits your views about risk, and the timescale over which you will be investing. 

How long is it since you took a detailed look at the overall balance of assets in your portfolio?  How much do you have invested in each of the major asset classes?  Is this right for your personal situation?

We can:

  • Rebalance an existing portfolio

  • Pull together and rationalise a collection of disparate savings collected over time  

  • Help you build up your savings and meet your goals by working out an affordable regular investment

On an ongoing basis, we will review your investments and their suitability for you, and make alterations in line with changes in your situation and the global economy.

Investments carry risks. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Celia Mason Wealth Management Ltd, registered office 1 Hemley Hall Cottages, Hemley, Woodbridge IP12 4QF.  Registered in England and Wales, Number 9707061.  

Celia Mason Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.  Celia Mason Wealth Management Ltd is entered on the Financial Services Register under reference 717310.

The information contained in this website is subject to the UK Regulatory regime and is therefore restricted to customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Copyright © Celia Mason Wealth Management Ltd