POV: Is it time we all revisited our investment strategies?

One thing I've been thinking about, in light of the recent enormous stock market swings, is finding investment opportunities closer to home; preferably ones that are insulated from the changing mood of a few key individuals.  

At the most extreme end of the scale, each of us is a ‘micro economy’, with the ability to generate wealth from our own efforts, and hopefully also enough of a trade ‘surplus’ to be able to feed and support other economies with whom we have a ‘special relationship’ (aka our loved ones!)  

And every economy succeeds and fails based on its infrastructure. In the case of the individual, it's our health that allows us to get up each day, seize the opportunities and also weather the storms with stoicism.  

An annual wellness screen is a great way of oiling the wheels of your micro-economy. It gives you a thorough audit of where your assets stand currently, and a solid plan for maintaining and improving them as needed. It is also a tax deductible expense if paid for by a business. We think its a key holding for any investor.

Contact our friendly reception team to learn more and book. 01962 776010

Best wishes

Gemma Willsher

Co-Founder and Practice Manager