Free Consultation


7 Roles of a Financial Advisor


What is a Financial Advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no-one knows what will happen next in investment markets. And if anyone […]

Read...


Truly Independent Financial Advice


One of the largest UK IFA networks, Sesame, has recently announced that it is removing all of its member financial adviser firms’ independent status.  All financial advisory firms that operate under the Sesame umbrella will now be offering their clients restricted advice. You may recall the financial advice industry underwent some significant changes at the […]

Read...


Guaranteed Pitfalls


It is the nature of investment that people will pay a premium for the promise of a “certain” outcome. But research shows these supposed guarantees often come with hidden costs and risks attached. Imagine an investment product that is sold as lifting your chances of meeting your retirement needs from 60% to 65%. A second […]

Read...


Trusts & Estate Planning, Finding The Right Solution


Family wealth preservation is not solely about ensuring that children do not lose out on 40% of the intended bequest – after all, the Revenue has already had a slice of this money, so why give them anymore? It can also mean having the funds available to deal with the following, very real, lifestyle issues […]

Read...


Survival of the fittest? Investment Fund Analysis


Survivorship bias is one of the most common and momentous flaws in investment fund analysis. Previously ignored by the investment industry and the majority of financial advisers, it can lead to significant distortions in historic performance figures and poor decision making thereafter. Survivorship bias occurs when an analyst calculates the performance results of a group […]

Read...


Next Page »

Enter your email

Get free investment, pensions and wealth management news and advice.

* indicates required

*We will never share your details with any third party.


Categories



Client Stories





Book a consultation


Your Name (required)

Email (required)

Phone Number

Age

Employment Status

Income

What you would like to talk about?

captcha

Enter exactly what you see above






Enter your email to receive free relevant news and updates.

* indicates required

*We will never share your details with any third party.


Latest… View all




Investment Management – Stop Monkeying Around!


In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? […]

Read more →


Review existing pensions


As we move through our working life, almost inevitably we can build up a collection of pensions from previous employers and self-employment, amounting to significant six figure sums, but do you need to take any specific action with these pensions? Too often, we see advice centred around simplifying and consolidating all your disparate arrangements, which […]

Read more →


Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

Read more →


Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

Read more →