BIG PICTURE
  • HOME
  • NEWS BLOG
  • INSPIRATION
  • RESOURCES
    • TOOLS AND APPS
    • LIBRARY
    • FORMS
    • RESEARCH
  • CONTACT
  • CLIMATE PHILANTHROPY
  • FAQs

Little and often over the long term

12/12/2022

0 Comments

 
Picture
I wanted to share this graph with you as it helps illustrate a number of financial planning points.  The graph comes after a client brought in a bunch of paperwork for financial products they took out mid career because they were told, it was a good thing to do.  They just kept investing regular sums.  On opening their annual investment statement, they discovered that the unit price of the fund had fallen and seeing only the snapshot of falling prices over the last year, it was only natural to feel concerned. 

Read More
0 Comments

    Author

    The Money Matters blog is compiled by Jill Turner : Director of Big Picture Financial Planning and Chartered Financial Planner.

    Picture
    View my profile on LinkedIn
    In this section you can:
    • join in the conversations in the comments section,
    • subscribe to our newsletter 
    • scroll to the bottom of the page to get in touch. 
    SUBSCRIBE

    Archives

    February 2023
    January 2023
    December 2022


    Categories

    All
    Climate Action
    Ethical Investment
    Finance And Banking
    Financial Planning
    Financial Wellbeing
    Investment Fundmentals
    Life Assurance
    Sustainability


    RSS Feed

    Tweets by BigPictureJill
Picture

Tel : 01298 872200
[email protected]
Big Picture Financial Planning Ltd is a chartered and independent financial advice practice and an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority  ( F.C.A.)
 FCA registration number 942946
  • The value of investments and the income from them can go down as well us and you may get back less than you invested.  
  • Your home is at risk if you do not keep up payments on your mortgage. 
  • All guidance in this website is subject to UK regulatory and tax legislation and therefore only suitable for UK residents and is not a substitute for advice

    HOW CAN WE HELP ? ​

Send

ACCREDITATION 

Picture
Picture
Picture
Picture
Big Picture Financial Planning Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Registered in England and Wales  Company registration number 13023610  The Electric Works,  3 Concourse Way,  Sheffield S1 2BJ   
|  Privacy Statement  |   Website Terms and Conditions  | Complaints | Tideswell Office Map | Electric Works Map |​
Copyright @2023 All Rights Reserved ​
  • HOME
  • NEWS BLOG
  • INSPIRATION
  • RESOURCES
    • TOOLS AND APPS
    • LIBRARY
    • FORMS
    • RESEARCH
  • CONTACT
  • CLIMATE PHILANTHROPY
  • FAQs