Investment Planning Videos & Guidance
What is Investment planning?
Investment planning is about creating a strategy for your money that reflects your financial goals, timescales and attitude to risk. Rather than focusing on short-term market movements, a well-considered investment strategy can help you build and manage wealth as part of your wider financial plan.
Explore our investment planning videos below for practical insights into investing, understanding risk and making informed long-term investment decisions.
Is Cash Really a Safe Place for Your Money?
Holding money in cash can feel safe, but inflation and your longer-term goals are important considerations. This video explores the role of cash within your finances and some of the factors to consider when deciding how much money to hold in cash versus invest.
Can You Time the Investment Market?
Trying to predict the best time to enter or leave investment markets can be tempting, particularly during periods of uncertainty. This video explores the challenges of timing the market and why taking a long-term approach can be important when investing.
Should You Overpay Your Mortgage or Invest?
If you have spare money, deciding whether to overpay your mortgage or invest isn't always straightforward. This video explores some of the factors to consider, including interest rates, investment risk, your timescale and your wider financial goals.
Active vs Passive Investing: What's the Difference?
Active and passive investing use different approaches to building and managing an investment portfolio. This video explains some of the key differences between the two and the considerations involved when deciding how investments fit within your wider financial plan.
