How do I invest in funds, investment trusts and ETFs?
Your financial affairs start to get more complex as you get wealthier which may mean triggering some paid financial advice to plan properly. We think you need around £150k of investible assets to start considering financial advice, but you may or may not feel you need advice above or below this level, so it’s down to how comfortable you are with directing your own investments.
If you want to direct yourself, you can opt for the complete DIY option provided by the share dealing services, which aim to offer you as many products as possible; or more restricted options, known as robo-advisers, which guide you into particular baskets of funds depending on simple assessments of your attitude to risk.
To find a financial adviser, why not use this service from Unbiased?