There’s some interesting and cautionary advice from Carbon’s Investment Director, Barry O’Neill in yesterday’s Press & Journal.
Barry examines a new offshore investment fund being launched by former England football manager, Terry Venables. Whilst such investment opportunities might be attractive to some, Barry’s advice is to treat them with caution.
Quoting from the old adage, “if something appears too good to be true, it probably is”, Barry highlights the lack of track record and high annual charges as a major consideration with this type of investment.
There are many less risky and more proven investment opportunities on the market, but whichever you select, it must have a structured financial plan and a method of efficiently assessing appropriate investment markets.
So, team selection may be Terry’s area of expertise, but first you have to establish which game you want to play.
You can read the whole of Press & Journal article by clicking on the image below, and if you want to discuss your own financial plans or investments, email us at enquiries@carbonfinancial.co.uk or get in touch on Facebook, Twitter or LinkedIn
You can also view Barry O’Neill’s profile here
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.
Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.
© Carbon Financial Partners 2024
www.financial-ombudsman.org.uk
Client Account | Personal Finance Portal | Privacy Notice | Cookies