Investment Management

Whether you’re investing with a goal in mind, or simply saving for retirement, it’s important to understand risk. Specifically, you should understand your own attitude to risk.

Some people are happy to live with calculated risks if it means the chance of a higher return in the long run; others don’t want to lose money under any circumstances. But being highly risk-averse can itself cause you to lose money.

The following information is for guidance only.

The value of your investment can fall as well as rise and you may get back less than you invested.

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Founded in 1998, Southern Financial Services is an independently owned, family company that prides itself in offering easy to understand, professional advice to clients both across Scotland and throughout the UK.