Our guide to planning your financial future

Wednesday, 4 April 2018

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Edinburgh independent financial and pension advice

You can get a copy of our guide to financial planning for your future here

Contents include:

  • CREATING A FINANCIAL ROADMAP: Planning for success can be complicated in today’s world
  • UNWRITTEN GOALS ARE JUST WISHES: Making wise financial decisions and rewarding for your efforts
  • FINANCIAL DECISIONS: Realistic expectations of what your financial resources can achieve
  • ESTABLISHING YOUR FINANCIAL GOALS: Gathering information and developing your strategy
  • REVIEWING YOUR NEEDS AND GOALS: Take the time to think about what you really want from your investments
  • INVESTMENT OBJECTIVES – A LIFELONG PROCESS Protecting your wealth from market ups and downs
  • UNDERSTANDING INVESTMENT RISK Making informed decisions to improve your chances of achieving your financial goals
  • MAINTAINING A DIVERSIFIED PORTFOLIO Spreading risk between different kinds of investments
  • INVESTING IN A FUND: Making investment decisions on behalf of the investor

And then detailed information on the varous types of investments such as:

  • POOLED INVESTMENT FUNDS: Diverse range of funds that invest in different things with different strategies
  • WITH-PROFITS FUNDS: Stock market return linked but with fewer ups and downs than investing directly in shares
  • INVESTMENT TRUSTS: Public company aiming to make money by investing in other companies
  • STOCKS & SHARES ISAS: Investing in a wide range of different tax-efficient investments
  • LIFETIME ISA: Helping you save for a first home or for your retirement at the same time
  • INVESTMENT BONDS: Life insurance policies where you invest a lump sum in a variety of available funds

For further advice on investment strategy and financial planning, just get in touch.

Chartered Financial Planners. FCA Regulated (FCA no. 603653)