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Investment Management – Introduction to portfolio management, the key themes and pitfalls

19 Nov 2025

Join Chase de Vere’s experts for an exclusive webinar on managing your savings and investments as a self-employed professional. Learn how to build a balanced portfolio, reduce risk, and make confident financial decisions for the future. Gain practical insights, explore tax-efficient options, and ask your questions in a live Q&A session.

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Date and Time

19/11/2025 11am - 12pm

Location

Zoom Webinar

Cost

Free for members
Non-members: £49

As a self-employed individual, you have unique financial challenges and opportunities. Without the safety net of employer-sponsored retirement plans or benefits, it's crucial to be proactive and knowledgeable about your savings and investment options.

Join us for an exclusive webinar hosted by Chase de Vere, designed specifically for the self-employed. Discover how to effectively manage your savings and investments to secure a prosperous future.

What you will learn:

  • The current state of the market: Where risks to your savings may lie
  • Options for cash savings: Learn about the different accounts available to hold your cash savings and strategies to maximise your returns.
  • When to consider investing: Understand the right time to start investing and how to do so with confidence.
  • Different types of investments: Explore various investment opportunities including stocks, bonds, and real estate.
  • Types of tax wrappers: Get insights into different tax-efficient investment vehicles like ISAs, SIPPs, and more.
  • Diversifying your portfolio: Discover the importance of diversification and how to build a balanced investment portfolio.
  • Using your limited company for investing: Learn how to leverage your limited company for investment purposes to maximise your financial benefits.

Interactive Q&A Session

Our webinar will conclude with a live Q&A session, providing you the opportunity to ask our experienced advisers your specific questions.

Register Now!

Don't miss this opportunity to gain valuable insights and take control of your financial future. Click the link below to register for the webinar:

Book Now

About the speakers

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