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REBELUTION 2 TOP TIPS

MY TWO WEALTH MANAGEMENT TOP TIPS

Stephen Jones | CEO, Cooper Parry Wealth

Cooper Parry Wealth is a wealth management firm with a twist. We believe the traditional model is broken and ten years ago we made the decision to do things differently. Our clients are at the centre of our evidence-based investment approach – it’s all about helping them achieve the things that matter most. We largely work with business owners – either those still in the thick of it or those that’ve already sold.

From my experience with our clients, here are my two top tips:

1) Get yourself sorted so you can focus on your business

If you don’t have a grasp on your personal finances, it becomes harder to focus on your business. Both require your attention but when you’ve got peace of mind around your investments, tax minimisation, legacy plan and exposure to risk, your business can become the day to day priority. Just what you need when you’re trying to steer your business and team through a global pandemic!

2) Ignore the noise

Stock markets move all the time – the US election and news of a Coronavirus vaccine are just two recent examples of events that cause these peaks and troughs. Panic inducing media headlines go hand in hand with these movements and as an investor, this can be a lot to process.

Trying to be one step ahead is tiring and won’t do your portfolio any favours. Ignoring media noise is a key part of a successful, long-term investment approach – the proof is in the Nobel Prize winning evidence! So, as we continue through lockdown and turn to events on the horizon such as Brexit, keep your cool, stick to the plan, and don’t let your emotions get the better of you.

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