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Ongoing Investment Governance
Manage episode 298475226 series 2921252
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Welcome to Episode 13 of the Purposeful Wealth Podcast.
In this episode, Jonathan Gibson focuses on ongoing investment governance. Sensible, systematic investing is what we favour but it is important for clients to realise that risk management is often far more crucial than chasing performance rewards. A well-balanced portfolio is vital, with regular rebalancing leading to long-term success.
------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.
Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."
To get in-touch with Jonathan, find him online:
LinkedIn
Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson
And why not visit us at: https://www.wellsgibson.uk/
And get a copy of the book, Purposeful Wealth here: https://www.amazon.co.uk/Purposeful-Wealth-Contentment-Certainty-Financial/dp/B08T42FNGM
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