Jonquil Lowe

Be Your Own Financial Adviser: Manage your finances successfully through good times and bad (eBook, ePUB)

• Format: ePub

Produktbeschreibung

The essential guide to making better financial decisions

Navigating the financial industry isn't easy. While there are no shortage of commercials, advertisements, comparison sites, mail, email and (often illegal) marketing calls enticing you to take out loans, switch your pension, buy insurance and invest your money, choosing whether these products are right for you can be difficult. Sound financial planning requires a systematic strategy.

This book will empower you to take control of your finances, helping you to make well-informed, confident decisions to achieve your financial goals and avoid pitfalls, equipping you with the strategy and tools you need to do so.

Through Be Your Own Financial Adviser's practical guidance, examples and case studies, you'll learn how to:

. Develop your financial planning and wealth management skills

. Maximise your chances of achieving financial security

. Weather times of economic hardship

. Spot and avoid financial scams

"The book that everyone should read if they wish to be in control of their life." Dr Isaac Tabner, Senior Lecturer in Finance, University of Stirling

"This is a fantastic book that I cannot more highly recommend." Professor Dr Nirmala Lee, Head of Subject, London Metropolitan University

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Produktdetails

• Verlag: Pearson HigherEducation
• Altersempfehlung: ab 18 Jahre
• Erscheinungstermin: 29. Juli 2024
• Englisch
• ISBN-13: 9781292458403
• Artikelnr.: 72256369

Autorenporträt

Jonquil Lowe is an economist and Senior Lecturer in Economics and Personal Finance at The Open University, where she combines creating courses about personal finance, researching key issues such as access to financial services and the impact of macroeconomics changes on financial planning, and working as a consumer advocate on various industry bodies.

A former head of money research at the consumer organisation, Which?, Jonquil holds a diploma in financial planning and is an associate member of the Chartered Institute of Securities and Investments. She has been authoring books on personal finance for over 30 years. Current titles as author, co-author and/or editor include The Good Retirement Guide, published by Kogan Page; Essential Personal Finance: A Practical Guide for Employees and A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion, both published by Routledge.¿

Inhaltsangabe

PART 1 PLANNING AND ADVICE
1 Financial planning
2 Do you need an adviser?
3 Avoiding scams
PART 2 PLANNING FOR PROTECTION
4 Protecting your income
5 Protecting your family
6 Health and care
PART 3 BUILDING AND MANAGING YOUR WEALTH
7 Somewhere to live
8 Building a pension
9 Retirement choices
10 Saving and investing
11 Managing your wealth
12 Passing it on