When we first start working with people, we often find that they have accumulated a number of different investments and pensions, but there is no clear strategy and they are not really sure what the policies are doing for them.
The last thing we would ever is judge them or make them feel silly for what they have invested into.
Perhaps they have an Emerging Markets fund here, a US fund or some gold over there, perhaps a pension their employer chose for them twenty years ago?
They may have become an investment collector!
The important question is, will the investment help them live the life that they want?
In this video I touch on the importance of having a clear investment strategy/philosophy that you really believe in.
Click here to watch the video.
This article is for retail clients and is provided for information and educational purpose only and does not constitute advice.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
Best Life Financial Planning Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority.
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