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