Investing for the longer term means taking a risk with your money by investing in assets that could rise or fall in value. All investments carry risks, but putting your money in a range of different investments can help reduce the loss should one or more of them fall in value.

Everyone is looking for investment performance with no risk – but there’s no such thing as a “no risk” investment.

When bank and building society interest rates are so low, the risk is that you are losing value in real terms over time. This is because the interest rates paid won’t always keep up with rising prices e.g. inflation.

It is important that you understand all of the available investment options. Boatman Financial can provide you with clear independent investment advice that is purely focused on your circumstances and agreed attitude to investment risk.

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  • We're based in Calne, Wiltshire and operate mainly within the South West of England. Get in touch with us and see how we can work together.

  • 9 York Road

  • Calne

  • Wiltshire

  • SN11 8FW

  • United Kingdom