We are able to advise on how lump sum investing works. Investing does not need to be a risky business; it can be as
safe or as risky as you want it to be. However, the potential returns you can expect from your investments will be
linked to the level of risk you decide to take. The first section of the guide deals with establishing your risk profile, the
essential first step in deciding on suitable investments.
This guide then goes onto explain the different types of investment classes available and how to decide on the right
mix of these investment types for you.
We then go on to introduce some of the different collective investment vehicles available to the lump sum investor.
This section of the guide also explains the tax-treatment of these investment vehicles. This guide also contains a
section explaining some of the alternatives to lump sum investments, just in case one of these alternatives suits your
situation better.
When you see the return your new investment portfolio generates year on year you will probably be interested in how
well it has performed. The section of the guide on performance monitoring and benchmarking explains some of the
ways of doing this.
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Lump Sum Investment
Care Cost Planning
Saving For Children
Self Investment Personal Pension (SIPP)
Previous Pensions - Your Options
Retirement Options
Pensions And Divorce
Reviewing Your Personal Pension
Protection
Protecting Your Mortgage
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