An X-ray look at how and where our millionaires invest | View in browser (AAA)
Important information - please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest.
 
 
Dear Customer,

We may not all be able to squirrel away our full ISA allowances each year to become ISA millionaires, but there’s a lot we can learn from those that do. Becks Nunn talks to Bhavi Alagaratnam, one of our senior wealth relationship managers at Fidelity, to understand how these customers achieved this enviable goal, what they’re investing in and more…

Important information - investors should note that the views expressed may no longer be current and may have already been acted upon. Eligibility to invest in an ISA and tax treatment depends on personal circumstances and all tax rules may change in the future. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
 
 
Expert opinion
 
 
Ed Monk, Fidelity International, 7 March 2024
 
Graham Smith, Investment writer, 8 March 2024
 
Tom Stevenson, Fidelity International, 7 March 2024
 
Important information - eligibility to invest in an ISA or SIPP and tax treatment depend on personal circumstances and all tax rules may change in the future.
 
 
 
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