Introduction to investments

At My Pension Expert, we specialise in empowering you with independent financial advice tailored for retirement. With the proper guidance, investments can play an important role in your financial strategy and are an excellent way to put your hard-earned money to work.

What is an investment?

What exactly is an investment? It’s your ticket to potential profits! 

Whether you’re using your funds to purchase stocks, property, bonds, or cash holdings, investments offer a world of opportunities to grow the value of your funds. With the help of investment portfolios, which our advisers can recommend based on your goals and objectives, you can invest in a diverse range of assets to help you manage your risk and suit your unique needs.

Our investment service:

Is investing right for me?

Now, you might be wondering, “Is investing right for me?” Don’t worry, you’re not alone. Whether you’re hesitant due to the size of your pot or fear of complexity, we’ve got you covered. Our team of independent financial advisers is committed to making financial advice accessible to everyone. They’ll assess your situation, discuss your goals, and tailor advice to fit your needs perfectly. And guess what? If investing isn’t the right move for you, we’ll let you know – no strings attached!

But hey, we get it – financial decisions can be daunting. That’s why we offer no-obligation appointments. Book an appointment by requesting a callback, or call us free today – we’re here to help you navigate the investment landscape with confidence.

info icon blue Important information

When investing, your capital is at risk. Past performance is not a guide to future performance.

How much does it cost?

Investment products are designed to return a profit after you account for any fees. There are a number of charges associated with investments, some of which relate to the advice you receive, whilst others are linked to the investment platform and fund choice.

At My Pension Expert, we believe in transparency, so you’ll always know exactly what you’re paying for and the value you’re getting in return. Your dedicated financial adviser will break down all the charges when they make their recommendation, making sure you’re fully informed every step of the way.

Ready to take control of your financial future? Request a callback or give us a call today, and let’s put your money to work!