Take stock of where you are and where you want to be, and plan how best to get there.

Take stock of where you are and where you want to be, and plan how best to get there.

Successful long-term wealth creation requires the right balance between shares, bonds and other investments. In the Guide to Investing in 2016, we consider a number of different solutions available to you, and each section explains the basic facts.

There are a number of factors you should consider before deciding on what kind of approach is most suitable for you. These include the purpose of the investment, the length of time your money can be tied up for and your attitude to risk.

As all investments carry some degree of risk, we recommend that you seek professional financial advice to find the best strategy to achieve your long- or short-term goals. An investment portfolio is simply where you keep your money. If all your money is held as cash in your bank account, that’s your portfolio.

Everybody has investment goals, from the old adage of saving for a rainy day to planning a comfortable retirement. It’s important to define your investment goals at the outset, as the choice of investments will vary depending on what they are.

Creating and maintaining the right investment strategy plays a vital role in securing your financial future.

Whether you are looking to invest for income, growth or both, we can provide the quality professional financial advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

We hope you enjoy reading this issue and find it informative. To discuss any of the articles featured, please contact us.

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NOTES:

Content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Pension and investment advice will be given by our sister company, ad+ Financial, which is regulated by the FCA.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM, TAXATION ARE SUBJECT TO CHANGE.

A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.

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