Barclays has revealed that it did not advise its clients of changes to the risk profile of some of its investment funds, following a review of its funds products during 2007. The news has emphasised the need for funds investors to constantly and regularly review their funds investments, with the help of an independent financial adviser.
Investment advice is still a service that only the minority is availing of, warns Principle First. “Only 20% of consumers in the UK are seeking financial and investment advice, shocking statistics for something that should be so important.”
With the lack of investing advice, many people have poor-performing ISA’s or bonds, and have not adequate pension provisions [...]
Over one in five (22%) of UK stock market investors admit they never review their fund investments to check on performance, according to new research conducted by Prudential.
Over two-thirds (65%) of UK adults rely on internet searches or newspaper articles when selecting where to place their savings, instead of seeking the help of a professional adviser [...]
I have come back from a seminar by Invesco Perpetual, where I received information on their future investment strategy. Getting information like this direct from the Fund Managers of one of the most efficient investment companies is worth considering, and building into your investment strategy.
Be aware, that when advising clients and building our Principle First [...]
If you have savings that you can lock away for several years, fixed rate bonds may be suitable for you, in the current low-interest-rate climate.
Fixed rate bonds are guaranteed investments that offer relatively good returns by the end of their term, but carry heavy penalties for those wishing to withdraw their money early. Interest is [...]
As a firm of Chartered Financial Planners we get a lot of new clients saying they have been disapointed and/or disheartened with previous investments or pensions. This has affected their long term opinion on investment funds, whether they have had their funds in a pension or general investment structure, such as an ISA, PEP or [...]
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