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Clarke Nicklin

If you are looking for a sustainable medium to long term investment approach then a smoothed investment plan may be worth exploring.

Scott Herbert Partner and Independent Financial Planner, Clarke Nicklin Financial Planning discusses the benefits of smoothed funds.

He comments ‘Put simply it is investing in a range of assets such as equities, bonds, cash and property. When the returns are particularly good a portion is put aside for when they take a downturn and when markets are down then growth from years of upside are added giving a potential smoothed investment growth.

‘We all know that stock markets and other investments can go up and down. These movements can be quite extreme and understandably this can deter some people from investing. Smoothed investing can provide cautious/balanced investors an opportunity to invest without the volatility normally linked to UK and overseas stock markets.

Ensure you speak to a qualified Independent Financial Advisor who will ensue you are informed fully of any risks before you make the decision to invest.

Our team are offering a free hour consultation for anyone interested to offer practical advice on the subject. If you would like further information, please contact Katha@cnfp.co.uk or call 0161 495 4700.

Whilst smoothed investments are designed to provide a smooth growth rate, the value of investments and income from them may go down and you may not get back the original amount invested. Past performance is not a reliable indicator of future performance.

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