Our Investment Philosophy
We believe that investing is inherently simple and it is our mission to ensure that our clients appreciate this and fully understand how and where their money is held and what the risks are, be that inflation for deposit investments or volatility for asset backed funds.
It is not about money per se, but about what it can do for you and the feeling of freedom and security that it can give clients. We are looking to give our clients a good investment experience and ensure that they you can maintain their desired lifestyle for life.
We believe that markets work. There is no free lunch. We also believe that risk and reward are related and it is simply not possible to greatly increase returns without a similar increase in risk. Risk can mean different things to different people, from the fall in the value of investments, to being able to liquidate funds in a timely manner, or even taking too little risk and so not generating the return needed after inflation, to achieve a client’s goals.
The value of investments may fall as well as rise. You may get back less than you invested
I never at any point felt rushed into making a decision and was given periods to reflect on the information given. I find financial planning quite stressful, but Surety Financial Planning took the strain and anxiety out of the process of organising funds for the future
- AB & SB of Tring
In my experience Tim Plummer has always provided sound and helpful advice in a way which is readily accessible.
- Richard Bubbers of Sedgwick Kelly LLP Solicitors, Watford
I very much appreciate Tim’s responsiveness. If I ever have questions Tim comes back to me almost immediately- amazing in today’s culture of appalling customer service and they really stand out.
- KNof Olney
Have always found you very reliable and value your help and advice.
- JW of Rickmansworth, Herts
Tim Plummer is assured, confident and friendly and conveys these qualities to us, his clients.
- PG of Kings Langley
An excellent relationship has developed very quickly, we are very pleased with how our finance is being handled and monitored. An excellent all round service is provided in all aspects of business and finance.
- SW & JW of Bengeo, Herts