In this podcast episode, I discuss how essential it is to take a regular overview of your finances and investments to identify if progress is continuing in line with your plan and your expectations.
Key Takeaways
Having a financial review is a great way of taking a fresh look at your situation to see if circumstances have altered your money or, indeed, your own requirements and expectations.
Examine your investments, assets, individual funds, shares, changes in risk and altered investment goals in detail.
Consider your overall financial situation, your desired length of investment, your investment plan, investment diversity and available tax allowances.
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