Managing Finances, Risks and Benefits of Self-Management, and Transferring ICIs

Your biggest questions:

• Is overpaying your mortgage a good investment compared to other things like a pension or an ISA?
• Should you transfer your ISA out of a managed fund to get out of paying a 1.5% fee?

💬 Do you have a money story you'd like to share on the podcast?

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📈 Investment platforms we use

Trading 212

Watch this video where Damo explains how to get the most from it: https://youtu.be/BVVZhrM0LVQ

Get a free share worth up to £100 when you sign up for a new Invest or ISA account and deposit at least £1.

Use the code ‘MM’ or this link: https://www.trading212.com/join/MM

InvestEngine 

Get up to a £50 bonus when you invest at least £100.

https://investengine.pxf.io/daOD2Q

Vanguard

Minimum investment of £500 or £100/month

https://www.vanguardinvestor.co.uk/

If you purchase a product or service using one of these links, we may receive a small commission from the seller. There will be no additional charge for you.

Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk.

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This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life.