Investment Planning & the Polestar Investment Process

Fequently asked Questions from our clients

Do you have a question about any aspect of financial planning? Our FAQs should help to make things clear. Please click on the questions below to reveal the answer or you can download all the questions as a pdf here.

Call Polestar on 01252 626200 or email hello@polestarfp.co.uk if you have any more questions, or to talk to us about your financial plans.

Part 1 – The basics of Bonds, Equities and Property

Part 2 – What is systematic investing and advice?

Part 3 – Living with your portfolio

Notes and references

This is a purely educational document to discuss some general investment related issues. It does not in any way constitute investment advice or arranging investments. It is for information purposes only; any information contained within them is the opinion of the authors, which can change without notice. All information is based on sources that Polestar believes to be reliable. No responsibility can be accepted for actions taken as a result of reading this document.

Past performance is not indicative of future results and no representation is made that the stated results will be replicated.

Errors and omissions excepted.