Lump sum savings or investments are currently receiving little return from the high street banks. In reality if we consider inflation there is often a negative return.
Increasingly clients are seeking alternative low to medium risk investments.
Informed investors are seeking a real return as interest rates fall to record lows.
We will offer investments that match your appetite for risk and also fit with your overall plan and needs in other areas of your life (retirement planning, tax efficiency, family needs etc).
A golden rule of investing is diversification – or spreading the risk. Multi-asset investing means spreading your money across different types of assets, such as shares, bonds and property, and also investing in a range of countries.
Valero Financial offers a wide range of diversified funds which historically have performed with positive returns.