All of our June financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
Read more
Collective investment schemes – also known as ‘pooled investment funds’ – are a way of combining sums of money from many people into a large fund spread across many investments and managed by a professional fund manager. Investing this way can be easier and less risky than buying shares in individual companies direct, and there…
Read more
Of low interest rates continue, it really matters where you invest your money. Investing for income means choosing assets that are able to provide you with a regular income. This is in contrast to investing for growth, which focuses on how much your assets could gain in value. People are living longer. Simple demographics mean…
Read more
If you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets. Is inflation finally returning to Western economies, aided by the ‘Trumpflation effect’? It’s been described as a ‘hidden tax’ because of the consistent…
Read more
Fraudsters are exploiting fears over the COVID-19 pandemic to target pension savers and investors. The Pensions Regulator, the Financial Conduct Authority (FCA) and the Money and Pensions Service have issued a joint statement urging people not to make rash pension decisions in the wake of the global pandemic, as criminals try to exploit public fears…
Read more
Given the current situation during this difficult and unsettling time with coronavirus (COVID-19), it’s important to think about how secure the future of your family or business would be in the event that you were no longer around. Understandably we would rather not think of the time when we’re no longer around, but this crisis…
Read more
The coronavirus (COVID-19) outbreak is first and foremost a human tragedy, affecting hundreds of thousands of people. It is also having a growing impact on the global economy. The markets have been extremely volatile as investors weigh the effect of the coronavirus against measures aimed at easing its economic impact. Therefore, it’s hard to say…
Read more
We’ve pulled together our latest financial guidance factsheets which are available for you to download below. Each one focuses on a different financial aspect to help you achieve your financial goals. If there is anything you are unsure about, please contact one of our independent financial advisers here who can provide you with further financial…
Read more
It’s important we continue to focus on long-term investing; “time in the market, not timing the market”. During this difficult time, fear and worry are understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop in the FTSE 100 since the financial crisis of 1987. Trying to second-guess the impact of events…
Read more
The coronavirus (COVID-19) is having a widespread impact across all aspects of financial life, including retirement plans. The current global stock market turbulence, as a consequence of COVID-19, will no doubt be concerning for individuals whose pension savings are invested partly or fully during these volatile market conditions. However, making decisions based on what’s happening…
Read more
The latest edition of our TIPS financial magazine is now available to download form our website. It’s been a very challenging time for many of our clients, their families, their employees and the wider business community. During this difficult time, we hope you’re staying safe. The ongoing news of the impact of the coronavirus pandemic…
Read more
We realise these are uncertain times for all so we’ve put together some factsheets to provide you with some financial guidance during the coronavirus pandemic. Our independent financial advisers are still available to speak with should you have any questions or need advice on your financial plans and goals.
Read more
Follow us