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Integrated Financial Services
do not manufacture any products. We are totally independent advisors and are able to access numerous
different Investment Providers to get product and / or a
Portfolio of Investments that suits your investment needs /
objectives.
We will only make suggestions once we have identified your:
Time Horizon
Attitude to Risk / Reward
Investment Experience
Tax Situation
In order to narrow down somewhat
the options we may offer, please complete our investment
questionnaire, where you will categorise yourself in terms of attitude and experience and we will
contact you with some current offerings.
To help you with your decisions please have a look at our risk
indicators below:
| Level of
Risk |
Indicator |
Are
you? |
| No Risk |
Indicates a guarantee
of capital with the likelihood of a small
gain |
Minimum
Risk Taker - Small Gain |
| Low |
Indicates a guarantee
of capital with potential for modest growth. |
Cautious – Low Risk
Taker |
| Medium |
Indicates a possible
loss of some capital in return for good potential growth in
medium term. |
Moderate Risk
Taker |
| High Risk |
Indicates potential
significant loss of capital in return for potential high
growth. |
Aggressive Investor- Higher Risk
Tolerance |
Click
here to go to our
Investment Questionnaire
Deposits: Up to 4.25 % *
* Subject to
DIRT (currently 20%) where appropriate. |
|
Unit Products |
|
Trackers |
|
Property Investments |
|
Unit Linked Funds |
|
Special Purpose Companies |
|
Property Investment |
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