Independent Financial Advice


Election June 2017 motives


“In April, May announces election in June”– tweet from Ivan the K 18/4/17. To the polls! It is debatable whether the population of Britain really wants this, but we are heading for an Election (the third in two years); With almost perfect comic timing, the IMF announced an upgrade to the UK growth forecast on the […]

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Closet indexing


You are probably familiar with the ‘Emperor’s New Clothes’, a short tale by Hans Christian Andersen about two weavers who promise an emperor a new suit of clothes that is invisible to those who are unfit for their positions, stupid, or incompetent. When the Emperor parades before his subjects in his new clothes, no one dares […]

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Maximise returns or minimise risk


The financial services industry works by making products with names that resonate with investors’ emotions. Before the crisis, it was all about boosting return, with little regard for risk; now the focus is on minimising risk, with little regard for return. Just a few years back, people queued up for highly structured products. A post […]

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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 […]

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Top 10 Frequently Asked Investing Questions


We’re always being asked questions, which is great. There are a number of questions that seem to crop up again and again, so we decided to compile the top 10 most frequently asked investing questions Q 1.  Can I have high returns with low risk? A: NO and don’t believe anyone that says otherwise!! Q […]

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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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