Tony Revans Financial Planning was formed in 2000 by Principal Tony Revans, following 22 years in the banking and financial services sector. Tony started his career with Barclays back in 1978, moving to Crusader Insurance then Scottish Widows, before becoming a founder and subsequently, Managing Director of the Independent Financial Advisory arm of a Yorkshire Based Insurance Brokerage, R P Hodson Financial Services Ltd.
He was joined shortly afterwards by Kathryn Andrassy, having left a previous role within the Lloyds TSB Group, Kathryn also has almost twenty years industry experience. Tony is a Diploma Qualified adviser, Kathryn reached Chartered Financial Planner status in 2011, and holds Fellowship of the Industry.
He was joined shortly afterwards by Kathryn Andrassy, having left a previous role within the Lloyds TSB Group, Kathryn also has almost twenty years industry experience. Tony is a Diploma Qualified adviser, Kathryn reached Chartered Financial Planner status in 2011, and holds Fellowship of the Industry.
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Only you know the life you want to lead. People value different things and these may change throughout your life. So, your investment choices are as individual as you are. We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.
The abundance of choice may appear overwhelming, especially if you're trusting someone you've never encountered with your hard earned savings. But by breaking the different types of funds down, it becomes easier. The investment companies, on behalf of a number of investors, manage these funds. Managed funds invest in a combination of assets from different regions.
Risk means different things to different people. But, ultimately, in investments, it is the possibility that you could lose money or that your investment may not fulfil all your expectations. Your view of risk is likely to depend on your short and long-term investment goals and how much you can afford to lose.
A manager of manager fund, instead of investing in other collective investments, uses a range of specialist managers to invest directly into a range of investment asset classes such as equities, bonds or property. The lead manager will ensure the mix of assets is right, appointing a team of specialists, each focused on their field of expertise.
If money were chocolate, then collective investments would be the selection boxes. There are many types to choose from, depending on your risk appetite, your preferences and what you fancy investing in. The idea behind collective investments is you pool your money together with others to buy a portfolio of stocks and shares.
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