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IFA Exeter
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Exeter | 01404 598 373 Colyton | 01297 578 460 Exmouth | 01395 542 551
 
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Market Risk
Changes in the market due to news reflecting economic and international events, changes in fiscal or monetary policy or regulations: we believe you can't avoid this risk if you own shares, funds or bonds, however, by holding quality investments over the long term and actively managing them, they should bounce back.

Specific Risk
This is the risk inherent with holding individual shares and the effect of decisions on the value of that share: we believe by limiting the holding in a single share to no more than 5% of your overall investments and diversifying among at least twenty shares, you will limit the overall volatility of your portfolio.

  Liquidity Risk
Investors need to consider that you may not always find a buyer for an investment when you want to sell it. Therefore you may need to wait before selling, lower your expected selling price or even concede a penalty: we believe to lower this risk, it is better to hold regularly traded investments and to limit those with previous liquidity issues. This does not necessarily remove the risk, but will offer a greater chance of successfully trading them, when you need to.

Our belief is that most investors are aware of market risks, but not fully aware of the impact of the less noticeable types such as inflation and interest rate risk. Portfolio management is a delicate balance between mitigating risk and achieving the return required to reach the investment objective. We aim to create portfolios that match the investor's aims and risk tolerance by carrying out an individual assessment.

 
IFA Exeter
 
 
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Contact our offices for investment advice and planning
 
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
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