The value of your investments can go down as well as up and you may get back less than was paid in.

What is investment advice?

It’s financial advice that can help you make investment choices to meet your long-term goals. This could be investing money into a pension to help pay for later life. It could even be investing with a Stocks & Shares Individual Savings Account (ISA) with the aim to boost your life savings.

Whatever your goal, speaking with a financial planner could help you stay on track.

How investment advice can help you

Here’s a closer look at how investment advice could help you:

  • Understand your goals: You can talk with an adviser to break down what you want to achieve.
  • Get an investment strategy: Your adviser can then draw up a plan to help you meet your goals.
  • Talk about risk: Investments come with a level of risk. Advisers can help you understand what level of risk is right for you and your goals.
  • Understand your options: Your adviser can tell you more about your investment options. This might include funds and other options.
  • Get peace of mind: You can ask your adviser questions if you’re unsure. They should be able to help you.


More financial advice options

You can read more about the advice we can offer below.