Whether you’re an experienced investor or new to the table, learning to ‘keep calm and carry on’ is an essential tool which is sure to stand you in good stead for the years ahead.

Adjusting to a world where stock prices can rise and fall, sometimes by a wide margin in a single day, can take a bit of getting used to at first. So, how should you approach portfolio investment?

Calm and collected

Investment requires a disciplined approach, combined with a degree of holding your nerve. Market volatility is inevitable. One of the worst investment strategies you can adopt is to jump in and out of the stock market, panicking when prices fall and selling investments at the bottom of the market.

Have a plan and stick to it

A well-defined investment plan, tailored to your goals and time horizon, that takes into account your financial situation, your income requirements and your capital needs, can help you weather market fluctuations and feel in control. We will keep your investments under regular review so that you have the right asset allocation, in line with your risk profile.

It is important to take professional advice before making any decision relating to your personal finances. Information within this page is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK.

Tax and Estate planning are not regulated by the Financial Conduct Authority

The value of investments can fall as well as rise. You may get back less than you invested.

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