Explorez tous les épisodes du podcast 36 Years Investing - What I've Learnt - by Philippa Gee

There is so much information out there now: a wealth of investment platforms, a great range of funds, and far more detail on allocations, risks and objectives. But does that mean you should do it yourself?

In this first episode Philippa Gee looks at the DIY option.

• Why your initial reaction to doing it yourself is worth listening to
• What's at stake: how much you retire on, the income you can take, what you pass on
• Being accountable for the risk you take, not only the return you achieve
• Why changes to tax and products make this a time to think about advice

Golden Rule 1: don't be your own investment adviser if it doesn't feel right.

Find out more

https://www.philippagee.co.uk

Important information

This podcast is for information only and reflects my personal views at the time of recording. It is not advice or a personal recommendation, and listening does not make me your adviser. If you are unsure whether an investment is right for you, please take regulated financial advice.

When investing, your capital is at risk. The value of investments, and any income from them, can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future returns.

Tax treatment depends on your individual circumstances and may change in future.

Philippa Gee Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate tax planning or trusts. This podcast is subject to the UK regulatory regime and is intended for listeners based in the UK.

Hosted on Acast. See acast.com/privacy for more information.