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Square Seven
3c Alexander House
478 Castlereagh Road
Belfast
BT5 6BQ
T: 02890 792121
F: 02890 792277
E: info@squareseven.co.uk
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Strategic Investing
Our investment process is based on Nobel Prize winning theory and as much historical data as is available. This research has led us to adopt 6 investment principles which we will apply when creating an investment portfolio in line with your individual attitude to investment risk:
1. Markets Work - We don't try to pick stocks and managers.
2. Use Strategic Asset Allocation - Don't try to time markets.
3. Risk and Return are related.
4. Diversification reduces risk.
5. Disciplined rebalancing is essential.
6. Costs Matter.
We will gauge your attitude to investment risk using analytical tools and depending on your present assets and demands for future income.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Square Seven is a trading name of Square Seven Financial Planning LLP which is is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 434875