What’s important to you?

What’s important to you? Reaching those milestones starts with setting clear financial goals We all have dreams for the future,

Stocks & Shares ISAs

Stocks & Shares ISAs Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used

Investment trusts

Investment trusts Making money by investing in other companies An investment trust is a public company that raises money by

With-profits funds

With-profits funds Fewer ups and downs than investing directly in shares If you save regularly or invest a lump sum

Pooled Investment funds

Pooled Investment funds Investing in different things, with different strategies Pooled investment funds – also known as ‘collective investment schemes’

Investing in a fund

Investing in a fund Making the decisions about when to buy and sell assets There are many reasons to invest

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 Informed decisions to improve your chances of achieving your financial goals If you want to plan for

Protecting wealth

Protecting wealth Identifying your investment objectives is a lifelong process A total wealth solution has no value unless it is

Review your needs and goals

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

Establish financial and lifestyle goals

Establish financial and lifestyle goals Gathering information and developing your strategy Evaluating your financial and lifestyle goals in greater depth