Have you held investments for a long time?
July 21, 2023
Have you held investments for a long time?
Have you held investments for a long time? 5 years? 10 years? 🤔
ISA, Bond, Unit Trust, OEIC, Collective Investment Account.
If you have, we recommend reviewing them at least once a year!
You need to know how they are performing, how much they are costing, and whether they remain correct for you and your circumstances.
Your tax position may have changed, and the allowances available will have changed.
Make sure you and your investments are keeping up - We can help with that!
No two financial situations are the same.
If you are seeking help or guidance in relation to this, we're here for you.
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!
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