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The basic investment choice is between the following asset classes:
These are the building blocks of investment portfolios. Your risk profile – how much risk you can and should be prepared to take on – will help determine the appropriate mix of these basic components in your portfolio, usually called the asset allocation.
At Alpha IFS we have a comprehensive investment planning process in place.
The directors Pete Cassar and Ginny Kooner are both members of the Chartered Insurance Institute. They have worked together since 2004. Both are highly qualified, both are Chartered Financial Planners and Ginny also holds the Pension Transfer qualification specified by the FCA to deal with Defined Benefit Transfers.
Ginny has been thorough in establishing my personal circumstances and financial commitments and my attitude to risk. I would highly recommend her friendly, expert services.