Will Greenwood DipPFS Cert CII (MP)’s Post

Investing for the long term and spreading your investments around is really smart. It means you can ride out the ups and downs of the market more smoothly because your money is not all in one place. This approach gives your money the best chance to grow over time, thanks to compounding, where your earnings start earning too. At Greenwood Financial Advice, we're here to help you build and look after a varied investment plan that fits your long-term goals. The value of an investment may fall as well as rise. You may get back less than the amount invested. Contact us to find out more: https://lnkd.in/erXfwmwy ☎️ 07915469451 Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 8/4/2024 #GreenwoodFinancialAdvice #savings #longtermgrowth #investment #financialplanning #WealthManagement #investmentstrategies

Help! 😖 Are you feeling overwhelmed by the different types of investments? Unit trusts? Investment bonds? Not sure what is right for you? Don’t worry you are not alone. If you are looking at investing for the first time or reviewing your existing strategy I would love to chat. I offer a no obligation 30 minute discovery call where I can talk to you about your goals and objectives and understand how we can get you there. DM me to book in a time that works for you 📲 I am also running a video series over the next four Fridays where I will be talking about the different types of investment wrappers so keep an eye on my LinkedIn. 👀 The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Avail Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) SJP Approved 05/07/2024 #InvestmentWrappers #InvestmentStrategy #InvestmentBonds

Ready to skyrocket your returns? With a multitude of options, each with own pros and cons, making wise choices has never been more thrilling. Dive into the world of alternative investing! Embrace the potential for higher rates and enjoy stress-free investing like never before! #HigherRates #AlternativeInvesting #StressFreeInvesting #PrivateMoney #PrivateLending #PrivateFunding #RealEstateInvesting #InvestmentOpportunities #RealEstateFunding #AlternativeInvestments #RealEstateFinance #texassageresidential

Keep a consistent investment strategy. Another reason to keep your strategy consistent is that your heirs will thank you. Traditional advice says you should decrease risk as you get older, but that makes no sense if you are going to pass assets to your heirs. The most important factor in your strategy is the amount of time until the money is actually spent. If some portion of your funds will be passed along, it’s unlikely those funds will be spent at or around your date of death. So go ahead and keep your Long-Term Portfolio intact, making sure of course to account for your own spending until your ultimate demise! #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio

If you’re focusing all your investments in one area, it might be time to rethink your strategy. At Greenwood Financial Advice, we believe in the power of diversification. By spreading your investments across different areas like stocks, bonds, and property, you can reduce risk and increase the potential for steady growth. If one investment underperforms, others can help balance things out. It’s a simple but effective way to protect your financial future. Curious about how diversified your portfolio is? Get in touch with us today to review your options. https://lnkd.in/erXfwmwy ☎️ 07915469451 The value of your investment can go down as well as up. You could get back less than you invested. Greenwood Financial Advice is a trading name of Greenwood Financial Advice Limited. Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/8/2024 #GreenwoodFinancialAdvice #FinancialPlanning #FinancialAdviser #FinancialAdvice #investment

If you’re focusing all your investments in one area, it might be time to rethink your strategy. At Greenwood Financial Advice, we believe in the power of diversification. By spreading your investments across different areas like stocks, bonds, and property, you can reduce risk and increase the potential for steady growth. If one investment underperforms, others can help balance things out. It’s a simple but effective way to protect your financial future. Curious about how diversified your portfolio is? Get in touch with us today to review your options. https://lnkd.in/erXfwmwy ☎️ 07915469451 The value of your investment can go down as well as up. You could get back less than you invested. Greenwood Financial Advice is a trading name of Greenwood Financial Advice Limited. Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/8/2024 #GreenwoodFinancialAdvice #FinancialPlanning #FinancialAdviser #FinancialAdvice #investment

Reviewing your pension and personal investment portfolio is crucial for staying on track with your financial goals. Ensure your investments align with your future plans and adjust for any market changes. Need guidance? Connect with one of our expert financial advisers today to optimise your strategy! As with all investing, your capital is at risk and you may get back less than you put in. #MattioliWoods #WealthManagement #Investment #Finance

The money you invest represents your ambitions, plans and hopes for the future. This is why your personal goals are at the centre of our investment management approach. Whether you’re looking to grow capital, generate income or provide for your family’s future, our dedicated experts manage your assets in a careful, rigorous and responsible way. Explore our diversified, multi-asset approach to investing. Capital at risk. Any tax benefits depend on personal tax position and rules may change. https://lnkd.in/eTPm7uK6 #Investing #Investment #InvestmentManagement

With just £100, you can begin your journey into the world of investments. It’s about taking that first step, no matter how small, and giving your money the potential to grow over time. From stocks and shares to investment funds, there are plenty of options to consider. Jamie Wilkinson Financial Planning can guide you through the process and help you get started on the right foot. Ready to dip your toes into investing? Comment below or reach out to us for more information! 🌐https://lnkd.in/edhPcNfy ✉️jamie.wilkinson@sjpp.co.uk ☎️ 07565 422522 The value of your investment can go down as well as up. You could get back less than you invested. #JWilkinsonFinancialPlanning #financialfreedom #financialplanning #investment J Wilkinson Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 3/9/2024

Private credit funds are taking the investment world by storm, so it's important to have a clear picture of how your money is invested. In this Money Magazine Australia article, our Chief Investment Officer, Chris Paton, looks at the key qualities to look for when considering an investment in private credit. Read the full article here: https://lnkd.in/ggBmrY6z Before investing, consider the relevant Product Disclosure Statement and Target Market Determination available on our website. #LaTrobeFinancial #LookingOutForYou #MoneyMagazine #Investment #PrivateCredit #Investing