Savings & investments
You should review your investments to make sure they are on target to achieve your goals. We can advise you whether any adjustments, diversification and rebalancing are required. If you need income, for instance to pay university fees, we can recommend income-producing funds.
You may decide to realise some gains, for instance to help your children on to the property ladder, in which case you should consider the tax implications before deciding which investments to sell.