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
Mr S RandallJoe has really made a huge difference. We now have a strategy and a plan that I understand. He expertly guided us through our financial review and provided the information and advice that means we have now planned the years ahead.