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.