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There are so many demands on our finances in the here and now that it can be hard to think about the future. You might have a mortgage to pay, growing children to feed and a whole host of other expenses to contend with.
We’re here to help you prepare for tomorrow without compromising your financial security today. We do this by discussing your aspirations for the future and recommending a suitable portfolio of investments tailored to your risk profile and financial objectives. While past performance doesn’t guarantee the same in the future, historic data shows that investing can be a better long-term strategy than saving when it comes to building your financial security for the future.
We’re here to help you prepare for tomorrow without compromising your financial security today. We do this by discussing your aspirations for the future and recommending a suitable portfolio of investments tailored to your risk profile and financial objectives. While past performance doesn’t guarantee the same in the future, historic data shows that investing can be a better long-term strategy than saving when it comes to building your financial security for the future.
We’ll start with a conversation about your attitude towards money, your financial goals and any criteria you may have relating to the funds and companies you invest in. Then we’ll look at what you can afford to invest while still meeting all your financial obligations in the here and now.
We’ll find out if you’re risk averse – if so we’ll make sure we’ll recommend an investment portfolio that plays it safe. We’ll find out which of your aspirations are short-term, perhaps requiring some money to be put away in cash savings, and those which are medium and longer-term, so that we can build a long-term investment strategy that works to achieve these goals. You may want to avoid investing in companies that use fossil fuels, or put your money into causes that actively work to promote social good. If so, we can build these requirements into your portfolio.
Over the years, we’ll have regular reviews with you to ensure that your portfolio is continuing to deliver the returns you need to meet your ongoing financial objectives. The financial markets are constantly changing – as are your personal circumstances – so regular checks ensure that we can fine-tune your strategy and react quickly to changes in market conditions.
The value of your investment can go down as well as up and you may not get back the full amount you invested.
Once we understand your aspirations for the future, we can start to build a picture of what financial security looks like for you. It might look like a comprehensive life insurance or income protection policy, a healthy savings account or some additional money coming in from property or investments. If you are approaching retirement, financial security will likely take the form of a sufficient pension pot and a comfortable retirement income.
We’ll spend time with you chatting through your options and discussing the most effective ways of managing your finances to achieve security in the years to come. After we’ve been through all our recommendations and you’re happy with our plan, we’ll go ahead to put everything in place. And of course, we’ll be on hand to help you manage your financial plan as time passes and your circumstances change.
The value of your investment can go down as well as up and you may not get back the full amount you invested.
At Parkworth, we’re here to help you invest today, so that you have the financial security to enjoy tomorrow in comfort.
Getting in contact
You can call us on 01444 707304, email us at matt@parkworthwp.co.uk or submit the enquiry form. Any correspondence should be sent to Parkworth, 26 Folders Lane, Burgess Hill, West Sussex, RH15 0DR. Our offices, where we hold all our meetings, are based at the beautiful Pippingford Park, shown on the map.
Enquiry form
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Principal – Matt Porter.
Parkworth is a trading style of Matt Porter who is entered on the Financial Services Register https://register.fca.org.uk/ under reference 781320. If you wish to register a complaint, please write to us at the address above or email us at admin@parkworthwp.co.uk
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.