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Regular Investment Plans

This type of investing is popular for those who have not built up sufficient capital to make a one-off investment, but who are interested in gaining access to the investment market through a well-diversified portfolio. It is particularly useful for those who have a high level of disposable income each month and are looking to build up capital over the medium to long-term.

The most appropriate type of investment will depend upon your individual circumstances and requirements. A Capstone Financial Advisor will:

  • Review your circumstances, needs and objectives and any existing investments you have
  • Recommend the best options for you based on this review and what you are trying to achieve
  • Access the whole of the market for the most appropriate investment solutions
  • Explain the options available to you and ensure that you understand them