Balance and Re-balance, Has yours changed in 2009?
Thursday, November 5th, 20092009 has proved to be a volatile investment year and for some areas, such as UK Equities, this volatility has been positive, replenishing some of the falls of the previous months. This is obviously not a garantee of future performance and values can fall as well as rise. Many of the recommended investment/pension holdings recommended by Churchouse Financial Planning Limited over the years have been diversified into various areas to create a balance based around your overall attitude to investment risk.
As time moves, invariably so does the balance of your investment holdings as a whole or as individual plans. Because of this we would recommend that you review this balance on a regular basis to ensure that it continues to meet with your attitude to investment risk and your circumstances, which may have also changed over time.
You should seek independent financial advice for your individual arrangements before making any changes.
Churchouse Financial Planning Limited is Authorised and Regulated by the Financial Services Authority.
