Fiducia demystifies investing for new business owners

Lauren Peters, senior adviser at Fiducia Wealth Management, recently delivered an Investing 101 presentation as a guest speaker at a networking event in Chelmsford.

The presentation was aimed at helping new business owners to get started with investing, explaining the basics around opening pension and ISA accounts and what to look for when picking funds.

“As a group, business owners typically neglect their own finances”, Lauren said.

“That’s partly because they have no employer to do it for them; it’s up to them and partly because they are very busy growing their business so there is little time to concentrate on building their personal wealth.”

“Getting started is the first hurdle. Often, it’s difficult to know where – and how – to start. But, those that do get started can pick up a number of tax benefits along the way, as well as peace of mind that they have some nest egg for the future.”

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