Ensure your Financial Planning pays off

Ignorance v Diversification

Date: 1st November 2019
Speaker: Una King
Business: St. James’s Place Wealth Management plc
Topic: Financial Planning – Diversification

5 key points

  • Rule 1 – Hold enough cash to cover your short term needs
  • Rule 2 – Be aware of the damaging effect of inflation
  • Rule 3 – Invest for the longer term
  • Rule 4 – Diversify
  • Rule 5 – Select the right fund managers


Click here to view Una’s Cross Reference page.

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