February 05, 2025

Episode 48 - Cash vs investments

15 minutes

In this episode, Ian Robinson and Shaun Braybrook discuss the role cash plays within client portfolios and the considerations to note.

Their conversation centres around several important themes, with the key talking points being:

why you should hold cash;

the appropriate level of cash to hold;

whether cash is king;

considerations;

if investments could be more suitable in the long-term;

alternatives to cash; and

the importance of ongoing reviews.

Important information

The contents of this podcast do not constitute financial advice. Please not that cash-like investments such as guilts, bonds and the Brooks Macdonald Liquid Reserve Portfolio Service do come with an element of risk and should not be treated in the same way as cash. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion.

Lucas Fettes and Partners (Financial Services) Limited (“Lucas Fettes Financial Planning”) is authorised and regulated by the Financial Conduct Authority. FCA number 146279. Lucas Fettes Financial Planning is registered in England and Wales. Registered Number: 00991377. VAT Registration Number 303 0535 58. Registered address: 21 Lombard Street, London, EC3V 9AH Lucas Fettes Financial Planning is a member of the Brooks Macdonald group of companies. More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com

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