- Review your current financial situation.
- Ensure you have adequate savings for unexpected circumstances.
- Ensure you understand the risk and reward involved in investing and spread the risk of investing by diversifying your portfolio.
- Ensure you understand the type of investment, the benefits and the risks of the investment you decide to agree to.
- If there are aspects you are not sure about or if you require advice contact an Independent Financial Advisor.
- Understand what charges you will incur.
- Check your investment performance on a regular basis.
- Keep documentation of your investments.
- Ensure you update your details if you change address/name.
- Use any tax breaks that are available to you such as ISAs.
