As we emerge from a nation-wide lockdown and ease into a new normal, the recovery of the economy both here in the UK and globally is now in progress. As governments and financial institutions debate on how best to steer the global economy forward, the time couldn’t be more auspicious to discuss how YOU could get involved.

By popular demand and in response to the success of the June 2020 Financial Webinar, the New Wine Financial Services Team present a new series of webinars titled ‘Transform Your Finance’ to educate and empower you for these times.

The first of this five-part series, titled ‘Let’s Talk Financial Investment – Part 1’ was held online on Saturday, 1st of August, 2020 at 2pm.

Topics discussed included:

  • What really is investment?
  • The impact of inflation on the purchasing power of money 
  • Introduction to financial markets and the terminologies
  • Understanding some types of financial markets products - Bonds, funds, shares
  • Some of the key investment principles required for successful investment
  • How to assess your risk appetite and asset allocation
  • Opening accounts for trading financial markets

Please, watch the replay below. The PDF of the Powerpoint and other relevant documents are also available to download.

FINANCIAL INVESTMENT WEBINAR POWERPOINT

THE RISK APPETITE ASSESSMENT DOCUMENT

THE INVESTMENT RETURN CALCULATOR DOCUMENT