Equities

 

 

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Investing in Equities

Investing in equities means buying stocks and shares in companies listed on the stock exchange. Historically this brings greater rewards than investing in bank accounts and bonds as you have the possibility of gaining not only a dividend - a proportion of the company's after-tax profits distributed to shareholders - but also a capital appreciation. If the price of the shares goes up after you buy them then – on paper - you have made a capital gain.

But with these increased rewards comes greater risk as the value of shares can go down as well as up, which means you risk losing your investment if the value of your shares falls.

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THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

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John M

I have always had great service and…

I have always had great service and response to any questions regarding my investments. Regular communication from my financial advisor.
 

Mark G

I’ve been a customer of Warwick Road…

I’ve been a customer of Warwick Road financial services for about 3-4 years.
Quite simply a joy to deal with.

Matt Beard knows his stuff and organised various pensions, simplified them and i now know exactly what i have and what i need to do going forward.
Jethro Seaton is really the star of the show though (Sorry Matt!). A totally organised , conscientious and professional fella. Always gets the job done. Communication excellent , accurate and prompt. Top guy. Whatever you need , Jethro delivers.
Would , without doubt , recommend this company.

Mark W

First Class Professional Advice

I have known Matt for over 25 years. Dealing with your personal finances is extremely important and can be complex, therefore for me I need honest, objective, straightforward and clear advice. I find Matt to be a thoroughly genuine, professional and knowledgeable person and he has been a great help to me. I would thoroughly recommend him and his company to anyone.

Ian H

Gerald in a word

Gerald in a word my experience is base on Gerald our adviser. he has been clear, helpful and informative
My finances are in good hands I feel

Hazel H

Trustworthy and knowledgeable Financial services

It's always a daunting prospect dealing with your finances and hoping you make the right decisions for your future, however I knew I was in good hands with Warwick Road, Matt was very attentive and explained things really well, you have the flexibility in the amount of risk you take and you are able to state your aims and Matt will find a plan to suit your needs.

A very professional, trustworthy and knowledgeable company to deal with.
I have no hesitation in recommending their services.

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