Trusted Financial Advice
Should I reduce my exposure to equities?
Paul is a highly experienced and knowledgeable Chartered Financial Planner and Independent Financial Adviser (IFA) who has attained the highest status as a Fellow of the Personal Finance Society. Whether you need assistance with personal pensions, investments, personal protection, estate planning or corporate risk management, Paul can provide expert financial advice.
Paul offers both video and face to face advice to suit your requirements. His initial meeting with you will be at our cost and this will establish the level of service you would like us to provide and the costs associated with this.
Should I reduce my exposure to equities?
I am sharing a video with you which is designed to give you a general market update. It will form part of regular updates I plan to do via short videos, with a view of keeping you up to date with market developments.
We can discuss these matters further either ad hoc, or at any reviews, however, these should hopefully help to answer any questions or concerns you may have.
There is also a really useful document to accompany this video, “Should I reduce my exposure to equities?“ It is a 2-minute read and in my opinion a worthwhile read.
Should you like to discuss anything further, please do get in touch.
Kind regards
Paul
