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
Investment objectives – a lifelong process
Investment objectives – a lifelong process Protecting your wealth from market ups and downs A lifestyle financial plan has no
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