Smart Investing

Smart investing comes down to understanding, always, the answers to 6 fundamental questions.

  • How flexibly can you access your funds or not?
  • How much risk are you willing to take and do your current investments match this?
  • Do you understand the value of ongoing advice?
  • How are your investments diversified, by fund, sector and geographically?
  • What are you getting for the fees that you pay?
  • How are your investments performing considering the direct investments you can now make?

At Cheetham Jackson, we understand that these 6 points are fundamental in understanding how your investments are managed and will ensure that you are also able to answer the important questions that you should know.