{"id":15,"date":"2023-01-20T10:16:05","date_gmt":"2023-01-20T10:16:05","guid":{"rendered":"http:\/\/www.wealthatwork.co.uk\/btnew\/?page_id=15"},"modified":"2023-02-27T16:08:01","modified_gmt":"2023-02-27T16:08:01","slug":"managing-your-money","status":"publish","type":"page","link":"https:\/\/www2.wealthatwork.co.uk\/bt\/our-company\/managing-your-money\/","title":{"rendered":"Managing your money"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]If you have maturing share schemes, or existing savings such as ISAs and\/ or pensions, we can help to manage your money by creating a personal investment strategy that is designed to meet your financial objectives.<\/p>\n<p>We can then manage that strategy on your behalf to ensure it continues to remain appropriate through changing market conditions.<\/p>\n<p>In order to create your investment strategy, <strong>my wealth<\/strong> offers an investment review service which is free of charge and without obligation.<\/p>\n<p>You will be assigned a dedicated Adviser who will create your strategy, incorporating three of the key asset classes of cash, bonds and equities.<\/p>\n<p>The investment strategy which is right for you will take into account various factors, such as:<\/p>\n<ul>\n<li>Your specific financial goals<\/li>\n<li>Your personal attitude towards risk<\/li>\n<li>How long you wish to invest for<\/li>\n<li>Whether you need regular income<\/li>\n<li>How much capital growth you want<\/li>\n<li>Your personal tax situation including available allowances such as ISA or Pension<\/li>\n<\/ul>\n<p>We recognise that everyone is different so your investment strategy will be flexible enough to adapt to your changing needs. Your portfolio can then be managed on a day to day basis by our expert Investment Managers.<\/p>\n<p>Creating an investment strategy that can fit around your ever-changing needs may seem like a tall order. But by following a few simple rules, it is possible to build a flexible investment strategy that can work for you throughout your life.<\/p>\n<p>To book an appointment or for more details, please <a href=\"http:\/\/www.wealthatwork.co.uk\/btnew\/contact\/\">contact us<\/a>.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n  <\/div> ","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text]If you have maturing share schemes, or existing savings such as ISAs and\/ or pensions, we can help to manage your money by creating a personal [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":11,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full-width-page.php","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/pages\/15"}],"collection":[{"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/comments?post=15"}],"version-history":[{"count":4,"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/pages\/15\/revisions"}],"predecessor-version":[{"id":222,"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/pages\/15\/revisions\/222"}],"up":[{"embeddable":true,"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/pages\/11"}],"wp:attachment":[{"href":"https:\/\/www2.wealthatwork.co.uk\/bt\/wp-json\/wp\/v2\/media?parent=15"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}