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Corporate Executive, Young Professional

When should a DIY investor
seek financial advice?

DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. DIY investing is widely tipped to explode when the new pension freedoms kick in, allowing retirees to invest (or indeed spend) their savings pots as they wish rather than purchase […]

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Corporate Executive, DIY Investor, Protecting Your Wealth, Risk Management, Young Professional

DIY investors must
face fund risks

Many DIY investors may be exposed to far more risk than they are really comfortable with, according to new research underscoring the importance of a proper assessment of investment risk and your true tolerance for it. According to a survey by Wealth Horizon, the vast majority – 69% – of UK investors are only willing […]

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DIY Investor, Financial Planning, ISA, Protecting Your Wealth

Putting up with poor ISA performance?

Many people are putting up with poor ISA performance and having their investments in these tax wrappers managed ineffectively explains Wendy Spires. While election season may be upon us, investors need to remember that it is also ISA season too. Ensuring that you (and perhaps other members of your family) use up your Individual Savings […]

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DIY investing, ETF, Exchange-Traded Funds, Over-Trading, Trackers

The cost of managing your own wealth versus a professional manager

In recent years it has become much easier for individuals to manage investments themselves. The growing popularity of “fund supermarket” platforms is to be welcomed: these have helped reduce costs, played a vital role in supporting and educating investors and made the rise of the DIY investor possible. Arguably, they’ve also put pressure on the […]

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