Investment bonds

Investment bonds Life insurance policies where you invest a lump sum in a variety of available funds Investment bonds are

Investment trusts

Investment trusts Public company aiming to make money by investing in other companies An investment trust is a public company

With-profits funds

With-profits funds Stock market return linked but with fewer ups and downs than investing directly in shares If you save

Pooled investment funds

Pooled investment funds Diverse range of funds that invest in different things with different strategies Pooled investment funds – also

Investing in a fund

Investing in a fund Making investment decisions on behalf of the investor There are many reasons to invest through a

Maintaining a diversified portfolio

Maintaining a diversified portfolio Spreading risk between different kinds of investments When you start investing, or even if you are

Understanding investment risk

Understanding investment risk Making informed decisions to improve your chances of achieving your financial goals If you want to plan

Client strategy review

Reviewing your needs and goals Take the time to think about what you really want from your investments You need

Establishing your financial goals

Establishing your financial goals Gathering information and developing your strategy Evaluating your goals in greater depth is essential if you

Unwritten goals are just wishes

Unwritten goals are just wishes Making wise financial decisions and rewarding for your efforts If you do not know where