Newsletters

Trinity Wealth Management
Christmas newsletter - Winter 2009/2010

A recent survey showed that the average drinker spends £65,249 on alcohol over their lifetime. (Does this seem low to you?) I wonder if included in this sum is the £896,000 which the famous Paris Restaurant La Tour d’Argent is hoping to raise from the sale of 18,000 bottles of wine from its famed cellar.

We can easily form opinion having heard a ‘statistic’ presented in an authoritative way, without ever fully investigating the source or the component that makes up this ‘fact’.

For many of us, our human nature leads us to give greater weight to how something is presented rather than what is being presented. This can lead to injustices ranging from great singers exiting X Factor before the novelty acts, or Investors being persuaded to buy inappropriate investments on the promise of great returns.

One of the primary responsibilities of our role at Trinity is to discern truth from fiction, wisdom from foolishness & peace from amnesia when dealing with the many investment propositions put to us to present to you. Only this week I have read about an investment opportunity ‘offering a potential return of 698% over 5 years’.

If our security is in money, this may seem attractive, as this would appeal to our greedy nature. However, we believe that through Financial planning, including a long term perspective & reasonable expectations, our goals can still be fulfilled without the need for speculation. With each year, we realise more how important is the planning side of our advice. It is our goal to walk with you as you set out and ultimately fulfil your goals & dreams.

We will continue to diligently consider every investment decision we make, (however a 698% return is improbable!) and we do want to stress that this is something we take very seriously.

This has never been so important as we continue advising during a time of great uncertainty, and you will see that we are making some major changes to the investment management process during 2010.

To read the rest of our Winter Newsletter click 'here'.