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With interest rates on the rise, putting your money into a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.

Cash savings and investments can both help to build your wealth and our latest webinar will explain their different rates of risk and return and how both assets work differently.

Join our investment and financial planning specialists, Andrew Lewin and Dominic Lacey, as they discuss the market backdrop, how they build resilient investment portfolios for the long-term and how planning advice can help you get the most from your money.

In this recording you will hear about:

- How to take appropriate risks to achieve your goals
- The effects of inflation on your assets
- The importance of investing for the long term
- Our thoughts on diversifying and rebalancing portfolios
- How to structure your investments as effectively as possible

Key take outs from this recording:

Learn more about how we help our clients manage the balance of risk and return, and our tools for preserving and growing wealth, even in volatile times.


The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

Our speakers

Rohan Patel Investment management
Associate director

Rohan Patel

Investment management

Andrew Lewin Investment management

Andrew Lewin

Investment management

Rather speak to someone about your investments? Book a free investment assessment

If you have investable assets of over £350k, and you’d like an objective assessment of your investment portfolio and strategy, one of our investment managers can help. At your assessment they’ll work with you to understand your goals, investment objectives and attitude to risk before assessing your portfolio and explaining the approach we’d take. Please note: during an investment assessment we can’t give you advice on what to do.

Time & Location

13:00 - 14:00 GMT

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