IN CONCLUSION

Taking charge of your financial security

Investing is important, if not critical, to make your money work for you. You work hard for your money and your money should work hard for you. Investing is how you take charge of your financial security. It allows you to grow your wealth but also generate an additional income stream if needed ahead of retirement.

It’s never too late to become an investor. You may be well into middle age before realising that life is moving quickly, requiring a plan to deal with old age and retirement. Fear can take control if waiting too long to set investment goals, but that should go away once you set the plan into motion.

Remember that all investments start with the first pound, whatever your age, income or outlook. That said, those investing for decades have the advantage, with growing wealth allowing them to enjoy the lifestyle that others cannot afford.

Warren Buffett, the American business magnate, investor and philanthropist, summed up investing perfectly, ‘The investor of today does not profit from yesterday’s growth.’ l

WHERE WILL YOUR MONEY TAKE YOU?

Whatever personal goals and ambitions you have in life, knowing where you stand financially and knowing what this empowers you to achieve, is key to a life well-lived. We will help you navigate life’s journey, to achieve financial freedom and bring you the peace of mind of knowing where your money can take you.

To review your current situation or to discuss the options available, please contact us for further information – we look forward to hearing from you.

This guide is for your general information and use only, and is not intended to address your particular requirements. The content should not be relied upon in its 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 the content. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. All figures relate to the 2021/22 tax year, unless otherwise stated.

Published by Goldmine Media Limited, Rivers Lodge, West Common, Harpenden, Hertfordshire, AL5 2JD. Content copyright protected by Goldmine Media Limited 2021. Unauthorised duplication or distribution is strictly forbidden.