…….. and the world is looking like a scary place, as we continue moving through uncharted territory. However, there are opportunities to be taken whilst remembering the basics of financial planning – including protecting your assets, minimising tax and aiming for growth – do not change a lot. Bookmark on Delicious Digg this post Recommend [...]
Everything is Falling – What Now for Investment & Annuity Decisions?
August 10th, 2011 •
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Given that the events of the last few weeks will be focusing some minds, a quick note to help those of you who have Investment & Annuity decisions to make.
Pension Annuities
This article written by Billy Burrows from the insurance company MGM shares some sensible thoughts for those deciding whether to buy an annuity. My suggestion is to go through all your options with an experienced adviser. If having done this you conclude to buy any form of guaranteed annuity, then go ahead and BUY IT NOW.
Stocks, Shares, Bonds and Investment Portfolios
If you have any of these, you should have been told they would go down as well as up in value. Guess what; this is a down. Now you need to ride the storm as originally planned, although you might want to have a chat with your adviser to double check matters of investment risk and future planning.
If you are nervous, perhaps consider educating yourself on how to invest with guarantees by asking us for a copy of our guide to Capital Protected Investing, put together to let people know they can invest and be assured of the return of the funds invested. These ideas might suit nervous investors or holders of cash who want to try something to make their savings grow. Obviously, you should take advice, perhaps by having a chat with us.
To do this Go to www.buildyourwealth.co.uk. Once there, request a copy of our Capital Protected Investing guide. Read it, noting any questions it raises. Contact us on 02380 457889 to talk through your questions. If we get along, consider meeting and engaging our services
Aiming to Make a Profit
Stay cool and go see your adviser – there are better buy deals today than there were a few weeks ago and there will be opportunities for low and high risk investors.
Again I remind you that these comments are designed to spark discussion – a bit like the daily papers – and do not constitute advice in any form.Build Your Wealth Ltd is authorised and regulated by the Financial Services Authority. Registered in England No. 04557482