Savings & Investments
Looking to get your money working harder?
At Lyn Financial Services we can offer a whole of market review of the investment products that are available. At your first appointment a fact find will be undertaken as well as an attitude to risk questionnaire. This will help the adviser ascertain what type of investor you are, how much of your capital you wish to invest, for how long and whether you are looking for growth or income.
You will not be able to purchase any of these products directly from the website as these products are complex and we have to ensure that you have the correct advice and only buy a product that is suitable for your circumstances. There will never be any pressure to buy through us.
Here at Lyn Financial Services our advisers will work with you to understand your
- financial position
- attitude to risk
- capacity for loss
- needs, aspirations and objectives
From this we will create a bespoke investment strategy for growth, income or a balanced portfolio for both. If you specifically require ethical investments then we can also allow for those.
Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest.