Fancy a virtual cup of coffee and a second opinion?

When the markets turn as volatile and confusing as they have over the past few weeks, even the most patient investors may come to question the wisdom of the investment plan they have been following. 

At times like these, it is good to talk and discuss any concerns that you may have along with your short and long-term financial goals.

Over the years at Blackdown Financial, we have seen many difficult markets come and go, and we can certainly empathise with people who find the current environment disturbing.  We would like to help, if we can, and to that end, here is what we offer:

A virtual cup of coffee and a second opinion – we can arrange a call or video conference call at a convenient time to suit you. 

  • We will ask you to outline your financial goals – what your investment portfolio is intended to do for you and then we will discuss your portfolio.
  • Whilst we cannot provide specific advice without a full analysis, we hope to be able to provide with you some helpful information.

It is always important to remember that if you feel uncomfortable with the level of risk that you are taking, or if your lifestyle has changed substantially since you last reviewed your investments, then it is the time to speak to an adviser. 

Although the current climate might not be the time to adjust your portfolio, it may just be beneficial to have a conversation with us to discuss your options.

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