Have you accumulated a number of different investments and pensions, but there’s no clear strategy and you’re not really sure what they are doing for you? How will they help you live the life that you want?
Perhaps you have an Emerging Markets fund here, a US fund or some gold over there, perhaps an investment your employer chose for you twenty years ago?
You may have become an investment collector!
In this video I touch on the importance of having a clear investment strategy/philosophy that you really believe in.
What our clients say
Joe has been our trusted IFA since early 2017. He is extremely well informed and enables us to make calm, reasoned and sensible decisions with regard to all of our personal finances.
He is skilled at allowing us to become financially astute and allow us to live without anxiety about what happens with our money.
Joe continues to offer wise advice and support for which we are most grateful.Mr R Porter