Investment Advice Morecambe & Lancaster

At Kieron Bassett Financial Services we offer independent financial advice on investments.

In order to provide you with advice tailored to your specific needs and circumstances, our initial appointment will consist of firstly completing a fact find and then assessing your attitude to risk through the use of a risk profile questionnaire.  This allows us to obtain all the important details about you in order to make a recommendation that is personally suited to yourself.

The investment portfolios we usually recommend are spread across many different assets, asset types, geographical locations and business sectors in order to spread investment risk.  In order to benefit from potentially higher returns than are available on deposit based accounts, some level of risk is needed to be taken.  Our aim is to provide you with risks which you are comfortable with, and spread the types of risk which you are able to diversify against.