I am not recommending any of the funds featured in this video. They have been chosen purely for illustrative purposes and may not be appropriate for your personal situation.
This video is relevant for both UK and international investors (Pension, ISAs, 401K etc).
Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: [ Ссылка ]
DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.
0:00 Intro
1:53 The Funds
3:24 Fees
4:26 Performance
6:05 Thematic/Style
8:16 Active vs Passive
14:14 Geography
16:17 One Fund
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