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.