Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Q. I keep hearing from yourselves and others about Model Investment Portfolios. I think I understand the premise here but can you please summarise why you use them and how the ones you use work in practice? A. We have used these for around 6 years now, and it came from the realisation that trying [...]
Q. As an investor over many years, I have always had a liking for oil shares. As a result of this I have done very well over the last 15 years, and have built up a large portfolio of shares in BP and Shell. Needless to say, I have viewed the recent BP problems with considerable unease, [...]
This article answers a common question from investors. Q: I have been told that I need to periodically rebalance my investment portfolio. Please explain this and indicate how frequently I should carry it out. A: When you set up your portfolio you will (hopefully) have gone through an exercise to determine the most appropriate mixture [...]
Q. I have heard about rebalancing, but am not quite sure what it is and how it could benefit me. I have approx. £210,000 invested in various plans including personal pensions and ISAs. I have not reviewed my investments for a few years now. Can you please tell me more? A. It’s likely your portfolio includes [...]
