Are you investment savvy?
March 1, 2023
Are you investment savvy?
INVESTMENTS.
Do you have them? Should you have them?
If you are paying for ongoing advice on your investments, make sure you are getting value for that money...You are paying for a service.
Are your investments being reviewed? Do you know how they are performing? Are you invested in line with your ethical preferences? What are you being charged?
With any aspect of financial planning. Knowledge is power.
It's better to be safe than sorry; always take advice from a professional.
It's crucial that you do.
We understand, it can be daunting, but it doesn't have to be.
Thank you for your lovely review, Janet!
Do you have a rainy day fund?
Pensions don't have to be boring...
Are you ready for the new Tax Year?
Are your pensions in a muddle?
Do you have investments that need reviewing?
We're really excited for the TPFS/HD beach clean!