Financial Services News

A Guide to Investing is now available to download in PDF format.

A Guide to Investing


July 2017

This seasons guide focuses on the following topics:

  • Reviewing your needs and goals
  • Investment objectives - a lifelong process
  • Understanding investment risk
  • Maintaining a diversified portfolio
  • Ethical saving and investing
  • Investing in a fund
  • Pooled investment funds
  • Tracker funds and exchnage traded funds
  • With-profits funds
  • Investment trusts
  • Stocks & Shares ISAs
  • Lifetime ISA
  • Investment bonds
  • Different investment options

To download the full version, please click here.