Asset Allocation

This week, Tony discusses asset allocation, one of the most important aspects of investing, and how it may be the key to ensuring that your financial future is even more secure.

KEY TAKEAWAYS

• If you have money in funds such as pensions or general investment holdings, then you must make sure that the returns are being maximised to their full potential.
• Allocation describes the process of dividing your investments between different assets, such as cash, bonds, shares and property.
• Seek expert help when it comes to deciding upon the assets used. Professionals may have a greater insight into which assets will work better for you and your money.

BEST MOMENTS

'Poor returns could mean a difference of tens, if not thousands of pounds'

'The percentage amounts you choose to allocate to different asset classes is the key'

'An active asset allocation approach describes the process of not leaving your assets always lined up in the same way'

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ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

CONTACT

Tony's official website: https://ttwealth.co.uk/

Facebook: https://www.facebook.com/TonyThomas.IFA/

LinkedIn: https://www.linkedin.com/in/tonythomas2/

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