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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.

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Date and Time

19th November 2025, 11am - 12pm

Location

Online

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.

Booking instructions

To register for the event, click on the link below and sign in to your IPSE account. If you are new to IPSE or do not yet have an account, you will need to complete our short sign-up process by clicking Register Now.

Book now

About the speakers

Our Memberships

Save 12% with Annual Discount

Advocate

Self-employment is shaped by decisions at Westminster. This is for having your voice heard, backing our work, and staying in the loop.

£30

/year
Billed annually

Benefits:

  • Drive real policy change

  • Boost credibility with your supporter badge

  • Stay ahead with insider policy updates

  • Turn your experience into policy

  • Unite with like-minded advocates

  • Exclusive quarterly policy newsletter

Empower

You're building the business. This is for the network around you, the protection when things go wrong, and the tools and advice to keep growing.

£400

/year
Billed annually

Benefits:

  • Connect & win work

  • Overcome obstacles with peer support

  • Essential legal & business protection

  • Speed mentoring sessions

  • Recover late payments faster

  • Get instant answers from experts

  • Stay compliant & protect your income

  • Save time with ready-to-use templates

  • Unlimited tax & legal helplines

  • 1-on-1 support whenever you need it

  • Upskill with on-demand learning

Accelerate

You've built the business. This is for winning bigger contracts, sharpening your strategy, and having someone senior on hand when it matters.

£799

/year
Billed annually

Benefits:

  • All benefits of Empower plus…

  • Match with a mentor – 1st session on us!

  • VIP onboarding tailored just for you

  • Dedicated account management

  • Priority access to finding work

  • Complimentary tickets to deep-dives

  • Premium business promotion

  • Free face-to-face wealth management consultation

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