Join us for an insightful webinar where we will explore the fundamentals of sustainable investing. We will delve into crucial investment theories to ensure you embark on your investment journey with confidence.
Topics that will be covered in this webinar.
Learn what investing is and isn't, the inherent risks involved, and strategies to manage those risks.
Discover how your investment timeline affects risk and how to find the right balance between your goals, the risk required to achieve them, and the time you have available.
Gain insights into diversifying your portfolio, the importance of different account types, and strategies for tax-efficient investing.
Additionally, we will provide a comprehensive comparison of various investment providers, included in a handy downloadable guide as part of your purchase. Start your journey toward sustainable investing with us and equip yourself with the knowledge to build a secure financial future.
I'm Peter, a qualified Financial Adviser with 15 years of experience in the financial services industry. Throughout my career, I've learned valuable lessons, particularly about investing, that I wish I had known as a teenager.
My career in wealth management exposed me to pensions, investment bonds, and other investment vehicles that have been instrumental in creating generational wealth. In 2020, I turned to social media to share these insights in a way that's easy to understand. This journey has led me to prestigious platforms, including 10 Downing Street, national television shows, and authoring a best-selling book.
In this session, I'll provide you with insights into professional investment strategies, empowering you to invest sustainably and secure your financial future.