At Oakwood, we understand that everyone's need and aspirations are different. You can be assured that we will carry out a full review to establish your individual circumstances, objectives, risk profile and timescales. We will use this information, together the research that we conduct to provide you with a tailored investment recommendation Where mutually agreed, we’ll deliver an ongoing service to clients. We believe that this ongoing service provides an ongoing value to investment advice which helps offer reassurance that investments can remain suitable throughout your lifetime. The value of investments can go down as well as up and you may get back less than the amount invested. |
