There are many ways to invest your capital. Stocks and shares, PEPs, ISAs, Unit Trusts, property, the list goes on and on. That's why you should always ask:
How rewarding are your existing investments and are they working tax efficiently?
Do you have concerns about further investment?
How often are your investments reviewed?
Are all your eggs in one basket? Do you have equities, fixed interest, property and cash?
Do you hold with profits funds? Are you concerned?
