Capital protected investment solutions are designed to maximise client returns while minimising exposure to risk. Our advisers recommend these products when clients want to protect their assets while planning to grow their wealth with a long-term investment plan.
Financial Planning with Forth Capital
Our advisers can recommend any capital-guaranteed or capital protected investment opportunities available in the market, allowing them to suggest products that are designed to repay your capital in full or in part, and provide exposure to various markets including equities and commodities.
As these products can be difficult to evaluate at times, it is important to work with an adviser who can determine the risks and the level of exposure you can expect. It is also important to remember that not all products will provide a 100 per cent guarantee on the return of your investment capital.
How Is My Capital Protected?
Capital protected investments offer exposure to the potential gains of the financial markets, whilst protecting the value of your capital should the market drop. Providers achieve this by:
– offering insurance policies to protect your investment capital
– reducing interest rates to reduce their own exposure
– setting fixed terms for investments
– using a portion of your capital to invest in alternative products.
It is important to consider the terms and conditions of any product that you are considering as part of the process of weighing up the pros and cons of a guaranteed investment. To find out more about capital-protected investment options, contact us and an adviser will be in touch to discuss a suitable investment vehicle for your needs.
Latest News
How ‘ikigai’ can help you...
The Japanese have a word for purpose – ‘ikigai’ – which translates as ‘reason for being’. ‘Iki’ means ‘life’, and...
Read MoreWhat the recent political turmoil...
Your UK Pension Savings might not be working as hard as you think. By holding pension savings in GBP, you...
Read MoreAustralian Federal Budget Update...
With the cost of living rising across the world, individuals and businesses are looking to their governments for help in...
Read MoreOptimising your legacy pension funds...
As you’ll no doubt be aware, retirement planning is a critical step in taking control of your financial future, but...
Read MoreLatest Seminars
Leaving Switzerland? Sta...
Thinking of Leaving Switzerland? Join us at our next seminar and start planning now....
Read More