Six steps to investing

As a result of low savings interest rates and high inflation, you may be thinking about investing your money to help you achieve better long-term returns.

But with so many options to choose from and lots to consider, recognising the right investment route for you can be difficult.

If you’re not particularly familiar with investing and want to get started, our six steps are here to guide you.

Set your goals and timescales

Our kitchen analogy can help you consider your options for your financial goals.

Read more

Take advantage of tax efficiency

Making use of the tax allowances available to you could make a big difference to your future.

Read more

Understand your attitude to risk

Before you invest, it’s important to understand your personal risk and reward appetite.

Read more

Speak to a financial adviser

An adviser can make recommendations and support you with clear personalised advice.

Read more

Don’t put all your eggs into one basket

Spreading your investments over a range of assets can help create a balanced portfolio.

Read more

Keep track of your investments

Reviewing your investments regularly can establish whether you are on track to achieve your financial goals.

Read more

Our recommendations are likely to include stock market-based investments. These are not like bank and building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

Call now for a free consultation

For more information on our service and to find out whether you could benefit from financial advice, call our specialist team today for a free consultation over the phone. Find out if you could benefit from financial advice. Call today for a free telephone consultation.

0800 731 5342 Request a call back
Version Info: