Independent Wealth Management

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Category: Investments

How to Build an Investment Portfolio

When make an investment (whether it be a lump sum, regular savings or a pension contribution), you have some important decisions to make and fund selection will be high on your decision list. If your investment is small, you may decide to use a single fund. However, for most, it is important to build a suitable portfolio of funds because:

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Portfolio Rebalancing

If you have a pension or investment plan, you will often invest in a selection of different funds, often referred to as a ‘Portfolio’.

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What is your tolerance to risk?

If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?

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Where to Invest?

If you run a successful Company, you may often find that there is a surplus of cash and the question arises where best to put this.

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How do I plan for School Fees?

Many advisers will tell you that they can set up ‘School Fees Plans’.  Unfortunately, this type of marketing has lead many to believe that special products exist that are bespoke ‘School Fees Plans’.  In fact nothing could be further from the truth.

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Save Now or Borrow Later

I’m sure we all recognise the obvious need to save money. It’s clearly preferable to make purchases from your own money rather than from borrowed money, especially when the significant cost of loans is understood.

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Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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