When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to understand your genuine feelings about wealth preservation and risk from the outset.

Investing isn’t for everyone as some people don’t like the uncertainty or potential losses that stock market fluctuations can bring, and instead choose to deal with their bank manager about savings accounts, which is perfectly fine

If, however, you are taking a longer-term view, we can look carefully at what you want your money to do for you and invest it in such a way that mitigates the impact of challenges such as inflation, market risk, tax demands, unexpected emergencies and care requirements.

Luckily, you don’t need to head back to school to understand this as Lettings Director, Richard Cook and one of the UK’s most successful property investors, Jim Parker are on hand to discuss.

If you’ve missed the previous shows you can catch up on our channel: https://www.youtube.com/@WealthCreationShow

If you are a private client of ours, including the ongoing support you can also receive one to one mentoring on portfolio building. Please contact us to [email protected]

This is all about accelerating your wealth in 2025.

*We must point out that we are not financial advisors, and this is only our opinion of what we would do. Investments can go down as well as up so if you do want professional advice from a qualified advisor, please contact us direct and we will put you in touch with someone.

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