News & Views

How do you work out your investment philosophy?

14th April 2021

It may be that you already have an established investment philosophy which you can advise your IFA of.

If not, you need to work with your IFA to establish what that investment philosophy should be. Their understanding of your investment objectives and your financial position will help develop that.

Once established, a good adviser will help you stick to that investment philosophy despite any potential adverse or positive market conditions which often go through fluctuating cycles.

Your IFA should be a steady hand, aware of market trends and always gives you sound guidance based based on core principles that are tried and tested over the medium to long term.