• Sabre Financial Planning Ltd
  • 3 South Place
  • The Promenade, Kingsbridge
  • Devon
  • TQ7 1JE
  • Tel: 01548 856444
  • Fax: 01548 856888

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"We think of Sabre Financial as our partner for all of our financial affairs and have no hesitation in recommending their services."

P Carpenter/ D Phillips

Directors, Paul Carpenter Associates

"Sabre Financial is a "partner" rather than adviser to our business. In contrast to many IFA's they are not sales motivated."

S Hext

Managing Partner, Luscombe Maye

"The team at Sabre Financial are like an extended part of our team. They have worked in partnership with us for the last 6 years."

J Philips

Finance Director, Paramount 21 Ltd

"The proactive approach of Sabre Financial has already put me in a much stronger position and with their help and advice I hope to build upon this foundation."

J White

Leicester and England Rugby 

"I have dealt with Sabre Financial for a number of years and always found them to be very professional, courteous and approachable."

J Cooke

Stokenham

"Sabre Financial has looked after my financial needs throughout my retirement. I have found their service to be first class, and their staff to be extremely friendly and very helpful."

P Moysey

Thurlestone

Your partner for life

Delivering your financial goals

Your team. Tailored to you

Free Consultation

(Worth £85)

Your initial consultation will be at our cost. We will invest our time in getting to know you. To arrange an initial consultation please leave your details here and one of our South Hams based team will get back to you.

Choosing the right asset mix

Asset mix is the term used to describe how different types of investments are blended together within a fund to achieve the desired outcome. For instance, funds may combine an equal percentage of cash and shares or could be more heavily weighted towards fixed interest or bonds. Your ideal blend will very much depend on why you’re investing in the first place.

Do you want your investment to pay an income straight away? If so, funds that are invested in fixed interested securities would provide this type of income.

Or are you thinking 20 years down the line? If you are saving for your newborn’s university education time is on your side, so you can utilise higher risk funds that in time are likely to pay higher dividends. Say, funds mostly invested in shares.

One thing is for sure; everyone has different requirements. We are all influenced by our current financial situation, lifestage and aspirations. Each fund has a different asset mix and as financial advisers we can help you to identify which type of funds will suit your requirements, considering your attitude to risk and your financial aims. Contact us today.

Cash

Fixed interest securities

Shares

Property

Fund supermarkets

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