IFA


5 questions you should ask a financial adviser before engaging them


You possibly know several financial advisers already or may have been recommended one by a friend, however it pays to do some research and due diligence for yourself before making a commitment to taking their financial advice. Why is this? Everyone is different. Your circumstances are unique and this means that you need to find […]

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Info Graphic: World Stock Market Performance and the Media


This info graphic takes a look at how, despite the doom, gloom and media speculation, economics, politics and hyperbole tend to have little effect on the way investment markets see the world. The moral?  Ignore the media “noise” and stay disciplined in your investment strategy. Click the image to enlarge

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Buying a Piig in a Poke?


During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs.  They were Portugal, Italy, Ireland, Greece and Spain. It all seems such a long time ago now, but back in 2008 and 2009 we were wondering whether the […]

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The Closet Monster


What is potentially worse than putting your money into a high charging actively managed fund (where the managers make investment forecasts and timing decisions with the goal of outperforming a benchmark)?  Putting your money into an actively managed fund that charges high fees and that to a large extent holds the same shares as the […]

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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 […]

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What should investors make of bitcoin mania?


Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

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8 Key Questions for the Long Term Investor


Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. We […]

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Planning for Long Term Care


In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]

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Worried about the Pension Lifetime Allowance?


What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions since then to its current £1m level, the Pension Lifetime Allowance (The Lifetime Allowance (LTA) is a limit on the amount of pension benefit that can be drawn from pension schemes – whether lump sums or […]

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