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    August 23, 2020
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PROMOTION In turbulent times an IFA will help you weather the storm property and cash, which all hold different degrees of risk. Your adviser's expertise in determining the exact evolve alongside your life ambitions it is important to regularly review your personal circumstances and content of your portfolio with a professional IFA at least annually. Your IFA will ensure that your portfolio and portfolio volatility remains aligned with your objectives, taking into account opportunities of the inevitably changing investment DE uring periods of uncertainty, the stock market can take a battering and there is a temptation for individual investors holding standalone investments, portfolios or investments within pension or ISA wrappers to make knee jerk decisions and sweeping changes overnight. Whilst these periods can be uncomfortable, those with an content and appropriate percentage of overall investment held in each for you personally is therefore crucial. Disciplined investing An investors attitude and actions during negative growth periods is as important as the portfolio's structure. conditions. Independent Financial Adviser (IFA) should have the confidence and peace of mind that they need not panic or make rash decisions. Successful investors tend to be pragmatic and realistic, investing for the long term, expecting that, while there will be good times, there will also be some not so good too. Deviating from a well thought out, long-term plan in such a febrile market environment is typically an emotional response, rather than a disciplined one which an IFA A tailored investment portfolio An IFA will take the time to get to know you, discussing your personal circumstances and goals to create a tailored investment strategy, blending different investments into a single would advise. A recession or short- term downturn should not be seen as a reason to panie, providing that a portfolio continues to meet personal portfolio, whether your objective is capital preservation, the generation of income, capital growth or a mixture of criteria and is well diversified. all three. It is important to remember that If you don't have an IFA or are In addition to their own knowledge and expertise, they may also draw on institutional research, giving you the confidence that any recommended looking for a new adviser then get in touch with our team today. corrections are an inevitable feature of investing, and that markets do recover in time. Whilst no one knows for certain how future events will play out, or how markets will react in the coming Daniel Robertson Business Development Manager Investments should be the best in sector. weeks and months. What is known, is Kreston Reeves E. daniel.robertson@krestonreeves.com The key is to build a diverse investment portfolio consisting of asset classes that accurately reflect an individual's risk tolerance. Typically, a portfolo will contain equities (stocks and shares), gilts and corporate bonds (loans to governments or companies), that whether the next move for markets is up or down, longer term investors have the time to ride out the peaks T. 0330 1241399 and troughs. Regularly review your portfolio Recognising that your circumstances and requirements will change and KRESTON REEVES Kreston Reeves has offices in Brighton, Chichester, Horsham, Worthing, www.krestonreeves.com London and Kent. PROMOTION In turbulent times an IFA will help you weather the storm property and cash, which all hold different degrees of risk. Your adviser's expertise in determining the exact evolve alongside your life ambitions it is important to regularly review your personal circumstances and content of your portfolio with a professional IFA at least annually. Your IFA will ensure that your portfolio and portfolio volatility remains aligned with your objectives, taking into account opportunities of the inevitably changing investment DE uring periods of uncertainty, the stock market can take a battering and there is a temptation for individual investors holding standalone investments, portfolios or investments within pension or ISA wrappers to make knee jerk decisions and sweeping changes overnight. Whilst these periods can be uncomfortable, those with an content and appropriate percentage of overall investment held in each for you personally is therefore crucial. Disciplined investing An investors attitude and actions during negative growth periods is as important as the portfolio's structure. conditions. Independent Financial Adviser (IFA) should have the confidence and peace of mind that they need not panic or make rash decisions. Successful investors tend to be pragmatic and realistic, investing for the long term, expecting that, while there will be good times, there will also be some not so good too. Deviating from a well thought out, long-term plan in such a febrile market environment is typically an emotional response, rather than a disciplined one which an IFA A tailored investment portfolio An IFA will take the time to get to know you, discussing your personal circumstances and goals to create a tailored investment strategy, blending different investments into a single would advise. A recession or short- term downturn should not be seen as a reason to panie, providing that a portfolio continues to meet personal portfolio, whether your objective is capital preservation, the generation of income, capital growth or a mixture of criteria and is well diversified. all three. It is important to remember that If you don't have an IFA or are In addition to their own knowledge and expertise, they may also draw on institutional research, giving you the confidence that any recommended looking for a new adviser then get in touch with our team today. corrections are an inevitable feature of investing, and that markets do recover in time. Whilst no one knows for certain how future events will play out, or how markets will react in the coming Daniel Robertson Business Development Manager Investments should be the best in sector. weeks and months. What is known, is Kreston Reeves E. daniel.robertson@krestonreeves.com The key is to build a diverse investment portfolio consisting of asset classes that accurately reflect an individual's risk tolerance. Typically, a portfolo will contain equities (stocks and shares), gilts and corporate bonds (loans to governments or companies), that whether the next move for markets is up or down, longer term investors have the time to ride out the peaks T. 0330 1241399 and troughs. Regularly review your portfolio Recognising that your circumstances and requirements will change and KRESTON REEVES Kreston Reeves has offices in Brighton, Chichester, Horsham, Worthing, www.krestonreeves.com London and Kent.