BLOG: Now is the time to review your investments

BLOG: Now is the time to review your investments

Now is the time to review your investments.

We live in a world where we're all on high alert, waiting for something big to happen. Many are so worried about what's round the corner, they miss what's in front of their noses.

Nevertheless many of us have unwittingly basked in the sunshine of a significant investment market bounce over the last eight years. Fearful of change, some have become notably richer, more by luck than judgement.

Planning for the future requires a long term faith for the future. An ability to roll with the punches when times are tough. However, there are also times to take some profits and rebalance. With investment markets at their current levels, this could be one of those occasions.

When was the last time you reviewed your pension pots, shares, old investment Bonds, ISA’s etc?

So, you can continue with the “hope for the best” approach, or ask a professional Financial Planner to bring some judgement into your life.

Frazer Wilson
Senior Consultant

Opinions, interpretations and conclusions expressed in this document represent our judgement as of this date and are subject to change. Furthermore, the content is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or a solicitation to buy or sell any securities or to adopt any investment strategy.

Thomas Miller Investment is the trading name of the businesses in the Thomas Miller Investment Group. This note has been issued by Thomas Miller Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority (Financial Services Register Number 594155) and is a company registered in England, number 08284862

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.

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