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Making an investment plan

Making an investment plan<br>. With a plan you know how much to save, and can keep track of progress.<br><br>Step 1 – Complete a money fact find<br>Step 2 – Make your investment plan<br>Step 3 – Action<br>

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Making an investment plan

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  1. Best Investment Plan

  2. Making an investment plan • . With a plan you know how much to save, and can keep track of progress. • Step 1 – Complete a money fact find • Step 2 – Make your investment plan • Step 3 – Action

  3. Step 1 – Complete a money fact find • Before you can make a plan, you need to take stock - identify your needs and goals and work out how much you can save.

  4. Step 2 – Make your Best investment plan • Your investment goals and what types of savings and investments might be suitable for achieving them, taking into account your timeframes, financial situation, risk appetite and tax position. • What kind of returns you need and can reasonably expect • The level of product charges you’re willing to pay • How much you want to manage your plan yourself and any adviser fees you’re willing to pay

  5. Step 3 – Action • Once you’ve compared what’s available it’s time to act on your plan. • Check the Best Investment Plan and take the action

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