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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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DIY Investor, Unhappy Client, Wealth Management Fees, Wealth Managers

Wealth management fees: Know the value as well as the price

Wealth management fees get a bad rap. Understand the value a good wealth manager can bring and put the fees under the microscope writes Wendy Spires. In these cost-conscious times, the issue of wealth management fees remains high on the agenda. Journalists eagerly jump on instances of what they consider to be poor value and […]

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Investment Risk, Gambling, Risk, Smart Investor

Understanding your risk profile

Understanding your risk profile is a fundamental pillar of investing. The reality is there is no such thing as an entirely safe investment, yet there is of course a whole spectrum on investment risk.

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