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Investment
February 2020
Review your needs and goals
Investment
February 2020
Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start. Read full article
Investment
February 2020
Choppy waters, not full-on gale
Investment
February 2020
Wait for the bad weather to pass and stay the course Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily injections of bad news may sound as though it will never end. This can spark anxiety, fuel uncertainty and trigger radical decisions in even the most seasoned investors. Read full article
Investment
November 2019
Protecting wealth
Investment
November 2019
  Identifying your investment objectives is a lifelong process A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you should consider investing some of it. Read full article
Tax Planning
October 2019
Stocks & Shares ISAs
Tax Planning
October 2019
  Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a tax-efficient ‘wrapper’ that can be used to help save you tax. Read full article
Investment
October 2019
Pooled Investment funds
Investment
October 2019
  Investing in different things, with different strategies Pooled investment funds – also known as ‘collective investment schemes’ – are a way of combining sums of money from many people into a large fund spread across many investments and managed by a professional fund manager. Read full article
Investment
October 2019
Boosting investment returns
Investment
October 2019
  Out of adversity comes opportunity Under new Prime Minister Boris Johnson, the Government has toughened its stance on a no-deal Brexit, which it has said is ‘now a very real prospect’. 23 June marked three years since the UK voted to leave the European Union. Read full article
Investment
August 2019
Understanding investment risk
Investment
August 2019
  Informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you can make informed decisions and improve your chances of achieving your goals. Read full article
Investment
August 2019
Investing in Your future
Investment
August 2019
  How to build wealth that stands the test of time Long-term investments tend to be less risky in the end. By investing for the long term, you are committing to your investments, and history has shown that this strategy can pay off handsomely. Read full article
Investment
August 2019
Wealth briefing
Investment
August 2019
  Making good choices with your life investments One of the golden rules of investing is to spread your money across a range of different asset classes. We’ve all heard the expression, ‘Don’t put all your eggs in one basket’. This approach means that if one or more of your investments rise you will benefit but, if they fall, there should be a degree of protection because, hopefully, some of your other holdings in different asset classes will be going up in value. Read full article
Investment
June 2019
Wealth creation
Investment
June 2019
  Spreading risk by accessing different types of assets Investing for the long-term means persisting through market swings. History shows that when people invest and stay invested, they’re more likely to earn positive returns in the long run. When markets start to fluctuate, it may be tempting to make financial decisions in reaction to changes to your portfolio. Read full article

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