It is important to understand the different stages to investments; Accumulation, Management and Decumulation. The following should be considered:

Do you know what you’re paying out in charges?
Are you getting value for money?
Is your portfolio diversified enough?
Are your investments tax efficient?
Are your investments correctly risk profiled?

Risks: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.

Useful Links

The Pensions Regulator

Money Advice Service

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Reviews and Ratings for Financial adviser Mark Williamson, Gloucester