Investing money can vary for people depending on your personal circumstances. You may be want to grow it for the future or want to preserve it so you enjoy life and leave a legacy for others.
Our goal at Bluewater is to invest your money in line with what you want to achieve and to see your money grow over the long term.
Here are some of the questions we will ask:
When we get to know our clients, have gone through these questions and discussed the potential downside, we will create a diversified investment strategy to suit your needs.
As part of the investment process, we will consider the adverse impact of investment decisions on sustainability factors. We will look at sustainability investments both at the initial advice stage and as part of the ongoing investment advice that we provide to you.
We assess sustainability risks into our investment advice by: