Investing a lump sum – what you need to consider

Investing a lump sum can seem a daunting task at first – especially if you’re not used to dealing with investments, or finances in general. You can quite easily end up being surrounded by a multitude of acronyms and opinions. And for all of the information you read, you’re still none the wiser. Making sure … Read More

What fund ratings can’t tell you

If you don’t know where to invest your money, just a little time spent on the internet will provide you with plenty of investment material to trawl through. And, while it might be a good initial source, the sheer quantity available can be daunting and won’t necessarily give you the answers you need when trying … Read More

Are your savings going backwards?

A bank is a better place to keep your money than under the mattress – but only marginally. Of course, it’s a secure place for your money in terms of safety, but in terms of helping provide a secure future – less so. Pre financial crisis, interest rates were high enough that you could grow … Read More

6 costly investment mistakes…and how to avoid them

Success when investing stems from a mixture of not just doing the right things, but avoiding the wrong things too. Of course, it’s easier said than done, but avoiding mistakes can go a long way towards obtaining the financial future you want. Below are 6 common traps investors can fall into – make sure you avoid them. 6 … Read More

Online investing – are you getting your money’s worth?

There are countless companies offering ‘online investing’ services these days but while you may think they all offer the same level of service, look closely and you will likely find they are vastly different. Yes, they may be similar in terms of cost and usability, but more than likely, they are not comparable in terms … Read More

Why it pays to use an expert when investing. And the sooner, the better.

It’s important to know when to ask for help. This is the case for any walk of life and certainly true when it comes to dealing with your finances. Ignoring a problem, or putting off making a decision, is rarely going to be the best course of action but it’s something we all end up … Read More

Are you a set and forget investor?

We can all be guilty of it – constantly checking something we know we shouldn’t. A cake in the oven or the scales when you’re only a day into a diet. It’s one of those things; you know it’s not going to help or change anything, but sometimes you just can’t help yourself! But all … Read More

Myths of investing #2: It’s all too complicated

With so much jargon, a plethora of multi coloured graphs and countless different investment providers out there, it’s no surprise people see the task of investing as a complicated one. Most people invest because they have the simple aim of wanting their money to grow. Unfortunately, with an industry seemingly set on avoiding the concept … Read More

Myths of investing #1: But isn’t investing a bit high risk?

Well yes, it can be. But it doesn’t have to be. When someone mentions investing, what comes to mind? Individual company shares that could make you a millions or bankrupt you in a week? Bankers wearing braces? Leonardo DiCaprio as the Wolf of Wall St? Maybe it’s all of them or maybe none. But investing … Read More

Don’t end up relying on a rainbow for your retirement

Knowing how much you need to save for retirement is tough. A lot can change over a period of, say, 30 years or more. And not just to your own personal circumstances but to the economic climate too. There’s no doubt that starting to save for your retirement earlier is a good thing, but when … Read More



Investment risk: Investment in the stock market is not a suitable place for short term money and you may not get back what you put in. All investment carries risk and it is important you understand this, if you are in any doubt about whether an investment is suitable for you, please contact us. Investment in the stock market and any income derived from it, may go down as well as up.

Wealth Horizon certainly lives up to its promise of making investment simple to understand

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