Investing Capital

Investment can mean different things to different people.  To some a cash deposit in a Savings Account is an investment while to others it could be Stocks and Shares or Property.

At Macleod and MacCallum Financial Services, we believe that the key to successful investing lies in having a balanced and diversified portfolio.  This involves having a spread of investments across a different range of assets.

Only after assessing your own objectives (e.g. do you require income from your investments or capital growth), discussed your attitude to risk (are you cautious or do you like to be speculative) and considered your current and future circumstance, will we make our recommendations to you.

Our recommendations will be presented to you in the form of a report written in Plain English.  This will provide you with details of the recommendations, a detailed explanation of what they are and why they have been made, and will clarify your own commitment and the charges associated with implementing the plan.

As Independent Financial Advisers, Macleod and MacCallum Financial Services will build a diversified portfolio from the wide range of investment management companies available.

Our advisers hold a range of Advanced Investment Qualifications including G20 - Personal Investment Planning and G70 – Investment Portfolio Theory.

For further information:

Telephone:        01463 239393 or
e-mail:               robert.chapman@macandmac.co.uk