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Whether you use an independent advisor, or you take the responsibility to invest yourself, there are some key questions that it is worth asking yourself and noting the answers.

11 Key Questions to Ask Yourself When Choosing the Right Investment


We all want to know what’s going to be the ‘best’ investment for us individually. The answer to this lies at the intersection of two critical elements.

The first element is about you:

  • What exactly do you want to achieve and in what timescale?
  • What are your expectations of risk and return?
  • And, are these expectations realistic?

We all want to make 20% a year or more and have negligible risk, but in general, that is not how the markets work.

The second element is about the marketplace:

You might decide that the profile and characteristics of a particular investment fit your investment plans. But if that investment is highly-priced, perhaps perceived to be carrying a value towards the top of the market, then maybe its time to think again.

The interplay between these two elements is dynamic.

Your needs, resources and timescales may frequently change, and the marketplace certainly does.

Whether you use an independent advisor, or you take the responsibility to invest yourself, there are some key questions that it is worth asking yourself and noting the answers.

Finding answers provides a structure with which to make the initial decision of whether an investment is right for your portfolio.

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Investment decisions can be complicated. At Avantis, we are here to help you understand the investments that are presented to you. By understanding more about your investment goals, we can give access to opportunities that can achieve these goals.
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Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. We strongly recommend that you seek appropriate professional advice before entering into any contract. Personal information in any pension review is a matter of record and is provided by our preferred financial advisor who is regulated by the Financial Conduct Authority. Any requirement for pension advice will be passed to them. Any review is only for the person named and their professional advisors. Values detailed in any report are not guaranteed and are subject to change. Projections in any presentation are approximate and based on the criteria specified which may or may not turn out to be accurate. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances if might be difficult to sell at any price. Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the Financial Conduct Authority or covered by the Financial Services Compensation Scheme, you will not have access to the Financial Ombudsman Service. The content of this website is offered as information only and not to be construed as advice. Avantis Wealth Ltd does not provide pension, investment or financial advice, which can only be provided by a regulated financial advisor. Some of the investments outlined on this website are restricted to certain categories of investor. For these investments it will be necessary for the investor to be categorised prior to the release of any further information.