Guide to Investing and Risk

Guide to Investing and Risk
Guide to Investing and Risk

Let us guide you through the world of investments...

The starting point with any investment strategy is to think very carefully about your financial objectives in the short, medium and long-term. In addition, you need to consider whether you need income, growth or a combination of the two now, or at some point in the future.

The level of risk you are prepared to take will heavily influence the potential returns you can achieve.

In an ideal world, most people would probably want to take no risk with their capital, retain penalty-free access and still receive a good return on their investments.

However, most people accept that this is not possible and that in order to achieve their goals they have to accept some degree of risk to part of their capital and invest it over the medium to long-term.


This section will help you understand the principles of investing plus guide you to discover what your attitude to risk is by taking a short questionnaire:

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Alternatively call:
0800 137 832
Assess My Risk
Assess My Risk

Assess your attitude to risk - take our questionnaire


Assess My Risk
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the services we’ve mentioned
simply:

  • Contact your SFS Financial Adviser
  • Call a member of our Client
    Help Line on 0800 137 832
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    Building Society branch to
    arrange an appointment with
    an SFS Adviser
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