Deciding whether to get investment advice

  • Learn more about how to invest your money
  • Find out about the different strategies investors use
  • Discover the common investing mistakes to avoid

Understand how investment advice can help

Whatever stage you’re at with investing – a healthy portfolio already in place or looking to invest for the first time – you may have plenty of questions, and one could be whether you need advice. The articles here paint a broad overview, helping you weigh up if you’d prefer to go it alone or if you’d feel more comfortable with a financial adviser by your side.

A guide to investment strategies

Find out more about some of the strategies investors use to reach their investment goals.

10 common investing mistakes to avoid

From putting all your eggs in one basket to chasing the mega mint, there are common mistakes investors make when it comes to putting your money into stocks and shares.

Tax on dividend income and capital growth

Explore tax rules around dividend income and capital growth.

How to make a financial plan

See how you could manage your money with a financial plan, and prepare for life events like retirement and buying a house or just managing your daily expenses.

Types of investment

The landscape for types of investments is broad, and can be complex. Learn more about investing options including bonds, funds, shares and more here.

Request a call back

Discover more about financial advice by scheduling a free, no-obligation chat with the Customer Wealth Engagement Team.

Book a call back

Get in touch

If you've got pension or investment savings of £150k or more, the Customer Wealth Engagement Team can help explore if financial advice is right for you. Give them a call for a no-fee, no-obligation chat, or book a call back.

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    The team will help you find out if financial advice could be right for you

    0800 046 8408

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    Tell us your name, number, and your preferred time for a chat and one of the team will call you back.

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