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Stephen Donnelly Financial Services

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Stephen Donnelly Financial Services

Overview:

Financial Planning Services

Every one of our clients is unique. Therefore, to achieve their individual goals, we draw upon a comprehensive field of resources and services.

They comprise the critical aspects of a financial plan and provide our clients with opportunities that they may not have previously considered.

Investing works best if you follow a plan. Here's a couple of small tips to help you get an understanding of what we do:

1. Understand risk and the clients attitude to it - There's an old saying, the higher the return, the higher the risk. We help you select investments with a level of risk that makes you comfortable.

2. Work out your time horizon and select assets to match - Cash and fixed interest may provide a modest return over the long term. If your investing for long-term growth, shares and property may be more suitable for you. Keep in mind however that shares and property have higher volatility and some clients may not be comfortable with that.

3. Education - We attempt to educate our clients as much as we can about an investment before placing their hard earned money into it. A well informed investor is sure of success over the long term.

4. Diversify your investments - Different market sectors perform well, or badly, at different times. If you invest across asset classes and market sectors, you can ride out the tough times without being forced to sell at the bottom of the market.

5. Monitor your investments regularly - Clients circumstances change over time, so do investment markets and economic conditions. It is important that your portfolio is reviewed at least annually.

6. Remember that time in the market, not timing the market, is what counts - The longer you stay invested, the better chance you have of riding out the highs and the lows.

If you are interested in making an appointment to have a financial plan prepared, it's a simple process to clarify your financial position. You can also keep up-to-date on specific financial subjects with our free news service.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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