Reviewing needs and goals

Reviewing needs and goals Take the time to think about what you really want from your investments A financial review

Managing volatility

Managing volatility Diversification is paramount in uncertain times The outbreak of coronavirus (COVID-19) has understandably been dominating the news headlines.

Focus on long-term horizons

Focus on long-term horizons Time in the market, not timing the market During this difficult time, fear and worry are

Government approved programmes

Government approved programmes Pre-qualified companies or investment vehicles The term ‘tax-efficient investments’ refers to investment opportunities through which investors will

Collective investments

Collective investments Pooling money in one or more types of asset class Collective investment schemes – also known as ‘pooled

Unintended investment consequences

Unintended investment consequences Staying disciplined and sticking to your plan is key The overall direction of developed stock markets is

Trust in your investments

Trust in your investments Taking a more diverse approach to asset allocation Investment trusts are a well-established way of investing.

Maximising returns

Maximising returns Importance of mitigating key investment risks Asset allocation depends on your goals, your attitude to risk, your capacity