Are your savings delivering the returns you expect?

Whatever your reason for saving, to celebrate a major anniversary, for your retirement, or to supplement your income, you need to think about how much you could gain and how much you could lose. You also need to work out whether you could cope financially with any loss. However, the amount of risk you take with your investments will have an impact on the likelihood of achieving your goals.

At Lighthouse Financial Advice, we will help you work all this out and will agree your risk profile with you. This will enable your adviser to recommend investment funds that match your risk profile and your long-term investment objectives. We use an industry-leading risk profiling system based on a range of 1 to 10, with one being the lowest risk and ten the highest.

The Luceo funds are aligned with these risk profiles. They are managed in a way that gives them every chance of delivering the returns investors expect, given their risk profile. Find out more about the Luceo investment funds on page 2. To find out what your risk profile is arrange an appointment with one of our professional financial advisers.

View more information about Luceo Asset Management here.

Important information: The value of your investments can go down as well as up, so you could get back less than you invested.