Key Dynamics
Each year, the Investment Association publishes updated figures on the UK investment landscape. These reveal powerful insights into the challenges we believe are behind many investors’ subpar returns
* data used with permission
With £9.1 trillion invested, many investors don’t realise how the structure of their adviser’s business can influence their returns. Do you know if yours helps or hinders?
Over two-thirds of UK investments are actively managed — but do you know how your portfolio is structured, and whether the approach is working for you?
Almost a third of UK investments are in bonds and gilts. Do you know what proportion of your own portfolio sits here — and whether it’s keeping up with inflation?
Message from Martin Wilcocks
Over the years, my role has been to help you protect and grow your portfolio, plan for retirement, and feel confident about the future. This short assessment is designed specifically for my clients.
It’s about confirming what you already know, highlighting where I can provide greater clarity if needed, and making sure you feel fully aligned with how your portfolio is managed.
Thank you for taking a few minutes to complete it. Your feedback will help me continue to give you the highest level of service and ensure your plan remains clear, robust, and tailored to your goals.
