The Optimal Order For Investing Your Money
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Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch
Aviva Life Insurance Calculator (Not a recommendation to use AVIVA): https://www.aviva.co.uk/insurance/life-products/life-insurance/life-insurance-calculator/
Video Links
What to Invest in
https://youtu.be/uCydOfGCDDQ?si=8hTecwxHiI1R-J4R
https://youtu.be/aL-GgWkA25Q?si=UviDj56X4tg5NPzJ (Ignore the fact this is vanguard-centric)
https://youtu.be/lGQ9KyQq8Jw?si=79M8DSuZR7MEMYaG (Ignore the fact this is vanguard-centric)
Using a pension to maximise tax relief and reclaim benefits
https://youtu.be/pE2V83OybUo?si=FQU_BnsRUk5Yfe3h
Investing vs re-paying mortgage
https://youtu.be/9MfCVkRvjQs?si=uflvQlhC5SMoZ0JU
https://youtu.be/MWadHLKMgB4?si=r56LI_H5GA7-zLIj
Investing for your kids
https://youtu.be/FYzfGeeOJfs?si=CgU6YDeEVVra0gKq
DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.
James Shack™ property of James Shackell
Copyright © James Shackell 2024. All rights reserved.
The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.
00:00 Intro
01:29 Emergency Fund
03:02 Insurance
04:33 Pension Contribution Match
05:09 Paying Off High-Interest Debt
05:42 Pension & ISA
08:14 Overpay Mortgage
08:50 General Investment Account
09:48 Junior ISA & Junior SIPP
10:02 Residential & Commercial Property
10:39 Venture Capital Trust, EIS & SEIS
13:24 Final Tier
Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch
Aviva Life Insurance Calculator (Not a recommendation to use AVIVA): https://www.aviva.co.uk/insurance/life-products/life-insurance/life-insurance-calculator/
Video Links
What to Invest in
https://youtu.be/uCydOfGCDDQ?si=8hTecwxHiI1R-J4R
https://youtu.be/aL-GgWkA25Q?si=UviDj56X4tg5NPzJ (Ignore the fact this is vanguard-centric)
https://youtu.be/lGQ9KyQq8Jw?si=79M8DSuZR7MEMYaG (Ignore the fact this is vanguard-centric)
Using a pension to maximise tax relief and reclaim benefits
https://youtu.be/pE2V83OybUo?si=FQU_BnsRUk5Yfe3h
Investing vs re-paying mortgage
https://youtu.be/9MfCVkRvjQs?si=uflvQlhC5SMoZ0JU
https://youtu.be/MWadHLKMgB4?si=r56LI_H5GA7-zLIj
Investing for your kids
https://youtu.be/FYzfGeeOJfs?si=CgU6YDeEVVra0gKq
DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.
James Shack™ property of James Shackell
Copyright © James Shackell 2024. All rights reserved.
The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.
00:00 Intro
01:29 Emergency Fund
03:02 Insurance
04:33 Pension Contribution Match
05:09 Paying Off High-Interest Debt
05:42 Pension & ISA
08:14 Overpay Mortgage
08:50 General Investment Account
09:48 Junior ISA & Junior SIPP
10:02 Residential & Commercial Property
10:39 Venture Capital Trust, EIS & SEIS
13:24 Final Tier
