Blog14th Oct 2019
With the relentless stream of news readily available about financial markets, it can be tempting to focus on the latest economic data, stories about high profile investment managers or the performance of individual funds. Such an approach could lead you... Read more
View moreBlog16th Sep 2019
Our clients have worked hard to build their wealth, and know where they wish to go. Yet, how do they get there? It is not straightforward, with numerous tax-traps and continually changing legislation. It is not a one-off transaction –... Read more
View moreBlog5th Aug 2019
Choosing a financial planner or adviser is not a decision that should be taken lightly, as this will most likely be the start of a long term relationship that will impact the financial future of you and your family. Should... Read more
View moreBlog9th Jul 2019
The financial industry often has us thinking that a successful investment experience depends on having the ability to predict what markets will do next, confusing investing with speculating. 2018 may have been a disappointing year for equities, but it shouldn’t... Read more
View moreBlog4th Jul 2019
Death and taxes – not the most pleasant of subjects, but bear with me! From the financial perspective it is crucially important that the i’s are dotted and the t’s crossed – the last thing a family needs is more... Read more
View moreBlog14th Jun 2019
It has been said, “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” Investment fads are nothing new. When selecting strategies for their portfolios, investors... Read more
View moreBlog12th Jun 2019
The new state pension system, introduced in 2016, is a simpler beast than its predecessor. The rules from 2016 are a straightforward 35 years of qualifying national insurance (NI) contributions will entitle you to the full state pension. However, there... Read more
View moreBlog9th May 2019
The start of a new financial year always provides a good opportunity to reflect on the previous year, take stock and plan ahead for the next. 2018 may have been a disappointing year for equities – many headlines were written... Read more
View moreBlog9th May 2019
“I’m paying how much in tax!?” This is not an uncommon phrase when clients are made aware of the true amount of tax they are paying. Most of us receive our income, whether via salary, profit-share from our practice, or... Read more
View moreBlog9th May 2019
Modern life provides us with so much news and information, which focuses on the here-and-now, that it is easy to be overwhelmed with the feeling of doom and gloom. The list of things to concern us is long and worrisome;... Read more
View moreBlog5th Apr 2019
With the new year in the past, thoughts start to turn towards the onset of Spring with its longer days, blooming daffodils, new born lambs and the good old spring clean – well maybe not that! The tradition of refreshing... Read more
View moreBlog4th Apr 2019
“Planning is bringing the future into the present, so that you can do something about it now”. This quote by author Alan Lakein succinctly describes the benefits of financial planning. When asked, many of us can conjure up the ideal... Read more
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