Regardless of where you’re based or what your goals are, we can help you develop the most suitable investment strategies to reach your goals.
The value of your investment can go down as well as up and you may not get back the full amount invested
Investing in the markets can be complicated. Shares can be particularly volatile based on market conditions, the economy, and even competition. You have to know when to buy, sell, or simply hold. A low or high price isn’t enough if you want to build a long-term reliable income.
Going it alone is an option, but it’s not generally the best one. You don’t have the time to spend years studying the markets, you can get the most effective investment strategy started today, ensuring you have the funds you need in the future.
A strategy doesn’t just tell you when and what to invest, it can also help you make quick decisions regarding assets when you need to. Having a solid investment strategy will help to give you a financially secure future. We can provide independent personalised advice to help you start and manage your investment strategy.
Investment strategies can be low or high-risk. There are many different options worth considering. Each one has its pros and cons. You don’t need to research them all, our professional approach can guide you through the options and recommend the most appropriate solutions, without the risk of emotions affecting your judgment.
We understand that everyone is unique, and their investment strategy also needs to be unique. We’ll discuss diversification, growth investing, indexing funds, global investing, and even investing in alternate assets, such as property or even infrastructure. The key to understanding the options is in knowing what is possible, thinking long-term, and committing to regular investments.
Lynas Voke offers personalised professional investment strategy development. Our dedicated team will discuss your needs, goals, and your risk appetite. We’ll assess what strategies are best suited to you and talk you through the details.
Most importantly, we’ll monitor your investments, keep you informed, and recommend adjustments when necessary. You can contact us effortlessly at any time for updates on your portfolio.
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Our dedicated and professional team is waiting to help you. Contact us today and let our expertise help you make the most of your money
There are several core principles you need to be aware of when choosing your investment strategy. Our service considers these while creating your unique portfolio, aiming to help you achieve a strong financial situation.
The basic principle is to be realistic about your goals. That means knowing what you have available to invest and what this could turn into. Naturally, you’ll want to review and update your strategy regularly. It’s also important to start today, you’ll maximise your growth potential.
Diversification is another important investing principle. Even the most aggressive investment strategy will benefit from diversifying its portfolio. It reduces risk, if one part of your portfolio does badly, the others should be able to compensate. We can help you rebalance your portfolio regularly to ensure the risk level is within your comfort zone.
Frequently asked questions
Understandably, you have questions. The following are the most frequently asked, however, if you don’t find your question and the answer here, don’t hesitate to contact us. We can help you with any query, no matter how big or small.
It’s a plan, guided by your goals, financial ability, and willingness to take risks. The plan effectively dictates where you can and can’t invest your funds to get the desired results.
Most investment strategies revolve around either growth or index investing. Growth investing involves locating and investing in companies that have shown or are likely to show solid growth. Index investing involves investing in a group of companies to reduce risk.
You need to look at your financial situation and your financial goals. You’ll then be able to calculate how much you need to invest (and whether you can afford it). The amount you need to invest will also change depending on your aversion to risk. We can help you make the best decisions.
You can. However, the markets are volatile and need constant monitoring, it’s advisable to rely on the experience of professionals.
Yes, and we can help you do it. Using different types of investing broadens your portfolio and reduces your risk. It’s a sensible approach.
We have years of experience developing and managing investment strategies for individuals and businesses in all walks of life. We’ll make the entire process easier for you and are likely to get better results.
We can talk about how good we think we are but the proof is in the pudding. That’s why we’re on VouchedFor, so you can see genuine verified reviews from actual clients. It’s important to us that potential clients can see what it’s actually like to work with us and that clients have a space to share their honest feedback on our service so we can make improvements where necessary. We’re proud to have a 4.8 rating on VouchedFor – click to see where that rating has come from.
Related links
At Lynas Vokes, we offer a wide range of services to help you at every stage of your life’s journey. Click on the links below to view our recommended services or view our Services menu for our full range.
It’s never too early to start your pension planning. However, it can be a complicated area. We’re here to help you start your pension planning and get you the retirement you deserve.
Tax planning strategies are essential to minimise the amount of tax you and your loved ones pay. It’s important to create a viable strategy today. We’re here to help you do that.
Lyna Vokes are UK-based financial advisers with decades of experience in estate planning. Whatever your goal, we can help you plan for it.
Lynas Voles are UK-based financial advisers with a wealth of experience and a dedicated team which can identify the most suitable strategy for you, oversee your funds, and provide regular updates. We’ll even interact with your financial and legal specialists to ensure your best interests are served. We can help businesses and individuals achieve their financial goals.
Our team is at your disposal, give us a call today to discuss personalised investment strategies, pension planning, tax planning, life and health insurance, or even estate planning.
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