• 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.

Types of risk

There are thousands of investment variations. Choosing what’s right for you, how you think and feel about risk, is influenced by your individual knowledge and experience.

What is your initial attitude to risk?

Before taking out a product, you need to decide how much risk you are prepared to take. Answering this honestly is quite a challenge. Some key questions we would ask are:

· How much do you value security?
· Are you looking for income or growth?
· Are you looking for short-term or long-term growth?

It’s usual to have varying attitudes to your money, which are refined as your financial commitments shift through life. Right now, you may need a safe haven for your emergency fund; with your pension, perhaps you have time to recoup any losses, so can afford to take some longer-term risks; and with your rainy day cushion, taking higher risks in the hope of a happy and faster gain may appeal.

Seeking financial advice can help you to strike a balance, highlight the risks against rewards and ensure you feel comfortable with the potential outcome.

What is your attitude to continuing risk?

As with any goal, you need to continuously review investment performance and revisit your strategy. It’s important to be clear on how you would you react in certain situations.

For instance, you’ve invested in a high-risk fund, and the price falls. Now worth two-thirds of your initial investment, what do you do? Stay put in the hope it will rise back to, or above the previous value, or cut your losses and start afresh? Professional advice at the early stage can help you gauge your risk and security threshold as your life evolves.

How we can help?

Facing risk when you are thinking about how much you can gain is easy. But naturally, risk is accompanied by a number of unknowns. Seeking professional advice is important for identifying how you’d feel if your investment venture lost the same amount. With our support, you can understand the context of all your investment decisions and what you are committing yourself to.

Reducing risk
So which is the right place for your money?

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