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Investments

Discuss investments with other users on our Investment forum. For more advice read our tips for saving for your child's future.

Wealth manager / investments

26 replies

applespearsbears · 29/03/2022 18:25

I'm looking for anyone with experience of using wealth management services or of managing their own investments and can give some pointers on where to start.
Due to an inheritance we've got some cash to invest, mortgage is paid off.

  • school fees set aside in premium bonds
  • no savings specifically set aside
  • paid into nhs pension for 10 yrs part time
  • no life insurance
  • no debt
  • no isa's open
  • would like to retire in our 50's

Would a wealth manager be a good person to talk to? Or is self managed best?

OP posts:
stevalnamechanger · 29/05/2022 22:00

I'd look up Pete Matthews from Meaningful money - he's a financial planner and probably more useful for you

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