Investment Planning

Investment planning and attitude to risk

As part of your financial profile we will assess your attitude towards risk. Medium to long term investments invariably involve a degree of risk, as their value and any income they produce can go down as well as up, and there are no guarantees that you will get back the amount you invested.

However, whether you have a lump sum to invest, or want to save regularly, we will determine which investment solution is best for you, in line with your attitude towards risk.

Investments Enquiry
Single Investment Calc
Monthly Investment Calc
Annual Investment Calc

ad+ financial is a trading name of Holyrood Asset Management Ltd, who is Authorised and Regulated by the Financial Services Authority.

ad+ financial is entered on the FSA register (www.fsa.gov.uk/register/) under reference 192637

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Registration address as company address
Registration number: 196766
Registered in: Scotland

Company address:
ad+ financial, 1 Cambuslang Court, Cambuslang, Glasgow, G32 8FH
Telephone: 0141 643 9200
Fax: 0141 643 9201

Email: info@adplusfinancial.co.uk