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The Importance Of Financial Reviews
Tony talks about how essential it is to take a regular overview of your finances and investments to identify if progress is continuing in line with your plan and your expectations.
KEY TAKEAWAYS
- Having a financial review is a great way of taking a fresh look at your situation to see if circumstances have altered your money or, indeed, your own requirements and expectations.
- Examine your investments, assets, individual funds, shares, changes in risk and altered investment goals in detail.
- Consider your overall financial situation, your desired length of investment, your investment plan, investment diversity and available tax allowances.
BEST MOMENTS
‘It will enable you to talk through your long term financial objectives and consider a way forward to deliver your plan on how to achieve them.'
‘With short term goals most investments need at least a five year commitment but there are other options if you don't want to invest for this long.'
‘Some types of tax efficient accounts mean you can keep more of your returns you make and less goes to the taxman.'
VALUABLE RESOURCES
Pension calculator - Pension Calculator | TT Wealth | Pension Specialist, Cardiff
Savings calculator - Free Savings Calculator | TT Wealth Cardiff
Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Tony Thomas
5
2929 ratings
Tony talks about how essential it is to take a regular overview of your finances and investments to identify if progress is continuing in line with your plan and your expectations.
KEY TAKEAWAYS
- Having a financial review is a great way of taking a fresh look at your situation to see if circumstances have altered your money or, indeed, your own requirements and expectations.
- Examine your investments, assets, individual funds, shares, changes in risk and altered investment goals in detail.
- Consider your overall financial situation, your desired length of investment, your investment plan, investment diversity and available tax allowances.
BEST MOMENTS
‘It will enable you to talk through your long term financial objectives and consider a way forward to deliver your plan on how to achieve them.'
‘With short term goals most investments need at least a five year commitment but there are other options if you don't want to invest for this long.'
‘Some types of tax efficient accounts mean you can keep more of your returns you make and less goes to the taxman.'
VALUABLE RESOURCES
Pension calculator - Pension Calculator | TT Wealth | Pension Specialist, Cardiff
Savings calculator - Free Savings Calculator | TT Wealth Cardiff
Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.