Investments
You may have recently acquired a capital sum, for example an inheritance, or maybe you have accumulated cash over time, either way, you could benefit from our expert investment advice and our ongoing advice service.
We consider every aspect of your current situation and objectives for the future to ensure that everything we do is tailored to your unique needs. We ensure that money is invested within your calculated risk category and in line with your ethical and social beliefs.
With our ongoing advice service, we can offer annual reviews to ensure that your investments stay on track for your intended goal.
Should you have any questions outside of a scheduled annual review meeting, our friendly team at Rosemount House will be more than happy to assist alongside your dedicated financial planner.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.