Paul Davis is an Appointed Representative of Financial Ltd, which is authorised and regulated by the Financial Services Authority. Copyright Paul Davis 2010
The Basic Points .......
I will obviously guide you through what you need to know when we meet. The points below are an introduction to the sometimes confusing world of saving and investing...
Products - the financial world is full of jargon! What is an ISA? What is a Personal Pension? - click here
Asset Classes - what is the difference between cash, shares, bonds, gilts, commercial property and so on? - click here
Diversification - don't put all your eggs in one basket! - click here
Risk and Reward - it's all about striking a balance - click here
Platforms and wraps - what is a "fund supermarket?" - click here
Ethical and Environmental Funds - is this right for you? - click here
The independent regulator, the Financial Services Authority, (FSA) also provide a wide range of free information to the general public. You can access the FSA's consumer website here - www.moneymadeclear.fsa.gov.uk
Please note that no investment decisions should be taken based upon the content of this site. Always take full individual advice first. Regulations governing tax rates and investments may change in the future.
No responsibility is accepted for the accuracy or content of external websites. The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK