Investments

The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.

The decision to invest money is an important one and may be arrived at for many reasons – to save for a specific purpose such as your children’s education, your daughter’s wedding or that once in a lifetime trip or simply to beat inflation and improve your financial circumstances in the future. Whatever your reasons for investing, careful planning and professional advice is crucial to ensure you make the most suitable choices for your circumstances.

At MPIS we understand the importance of understanding your needs and requirements in order to help you choose the most suitable investment products on the market. We take time to talk to you about your hopes and expectations from investing your money and carefully go through your existing financial matters with you to ensure that investment is the most suitable choice for you. To help us understand your position we would discuss with you your current situation including any existing investments, any outstanding debt such as a mortgage and your pension arrangements. We will also talk to you about how much money you would like to invest, the length of time of the investment, whether you would need access to your funds and your attitude to risk.

Understanding your capacity for risk is one of the most important factors when planning an investment strategy. At MPIS we have access to professional profiling tools to help you understand your own attitude and tolerance for risk. It is extremely important that you understand the potential risk of any investment and the financial risk this may have on you. Having a clear understanding of your risk profile, your expectations and your current situation puts us in the position to recommend the most suitable strategic asset allocation plan for you.

At MPIS we have access to a wide range of investment funds and products. We take time to explain the various funds to you and use our market expertise to match the most suitable products to your individual needs and requirements. Our aim is always to help you make the right investment choices to achieve your financial goals.