finances and retirement

We recognise that in retirement, you need an investment solution that takes into account that:

  • You don’t have the ability to ‘ride out’ falls in the market
  • Short term losses can have a major impact on your portfolio’s value
  • The path your investments take, and the smoothness of the journey, can be more important than the total return you get on them
  • Linking your portfolio’s performance directly to stock markets may be inappropriate

A different approach to investing and risk management is needed in the spend years. The focus should be on finding a solution that seeks to avoid significant short term losses and manages the risk of your investments falling in value – aiming for smoother returns.

To meet these specialised needs Watson Moore has developed a range of Retirement Investment Solutions in conjunction with leading academics, which aim to provide a smoother investment journey than a traditional equity-based portfolio could be expected to provide, with less risk of large market swings. At the heart of these strategies is ‘Trend Following’.

Past performance is used as a guide only. It is no guarantee of future returns. Your investment may go down as well as up, and you may not get back the full amount invested.

To find out more on Financial Planning, please contact us today.

01708 250624