Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

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07742 019661

A SWOT Analysis For Your Pension And Investments

Have you done your research?

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POSTED BY BOB GIBBS ON 07/03/2019 @ 8:00AM

Have you ever done a SWOT analysis? It stands for Strengths, Weaknesses, Opportunities, and Threats. What an incredible moment to be doing one now for your pension and investments ...

A SWOT analysis for your pension and investment may ensure they are performing efficiently!

A SWOT analysis for your pension and investment may ensure they are performing efficiently!

copyright: tomwang / 123rf

What are the strengths of the economy, of companies or share prices? Are the weaknesses (mainly sentiment, lousy management, and controversy) more significant than the strengths?

"Is now really an opportunity to invest while valuations are low or a threat of losing your money if they fall further?"

The answer lies far below the surface, underneath all the noise from politics and the media and from deep in the accounts of companies around the world.

It is, quite literally, impossible to do the in-depth analysis and research yourself to understand fair valuations of companies and growth prospects. It takes weeks and months, it takes a lot of expertise, it takes connections and influence and it takes tonnes of patience and due diligence. This kind of research is best done by highly skilled and experienced investment managers with their research teams.

Has your pension got an investment manager? Are they doing all this research? Now, is the time you really, really need to know.

"Would you like to know more?"

If you'd like to find out more about a SWOT analysis for your pension and investments then do give me a call on 07742 019661 or click here to ping me an email and let's see how I can help you.

Until next time ...



If you're thinking of reviewing your pensions, savings and investments then do visit and let's see how I can help you with your wealth planning!

More about Bob Gibbs ...


I am a whole of market Independent Financial Planner. What I do for people is to organise money so that people either make money or save money with the end result becoming more wealthy.

I achieve this through mortgages, insurances, savings, investments and especially Pensions, a subject I am especially passionate about. I am shocked by how little people know about such an important subject that has such a huge impact on their lives.

My mission is to understand where people are at on their retirement plan, then get them on the correct road to working less and enjoying more of life when they want! I use cashflow planning software to make this more visual and real.


07375 040011