We believe that your entire financial situation should be analysed in order to give a personalised recommendation that suits your own individual needs.

At Essential IFA, we understand that all of our clients’ needs are different and there is not a ‘one size fits all’ product. We assess your entire financial situation and your needs and goals in order to gain a proper picture of you. We make our recommendation only when we have reached this stage and are sure that suggested strategy is the most suitable for you.

We will also talk to you about your attitude to risk, which refers to how much risk you are willing to take with your monies and how much you are willing to risk losing in order to try to make a good return. Your attitude to risk will play a major part in building a fund portfolio since at Essential IFA, we take your tolerance to risk seriously. We always accommodate for each client’s preference, either by reducing or increasing the exposure to different levels of risk where possible.

We believe that it is also important for you to understand the various asset classes that we recommend and the levels of risks involved in investing in them. We use visual aids as well as easy to understand explanations in order to ensure that you understand where your money may be invested and the risks involved.


Need further information? Please don't hesitate to get in touch