Wealth Management


Top 10 New Year Headlines


What will 2017 hold? Our natural curiosity about the future makes a ready-made market for speculative media articles about events likely to drive financial markets in the coming year. But the assumption driving much of this seasonal coverage is that the mere turn in the calendar from one year to the next justifies overhauling your […]

Read...


Should you move ISAs into to your pension?


April 6th brings additional opportunities for savers, when the new flexible access to pensions becomes available, allowing you to draw from your savings. If you are nearing 55 you may be wondering if there is an advantage to moving your ISAs into your pensions. It’s a very valid thought. Julie Hudson, of Standard Life clearly […]

Read...


The World Cup of Investing


Jim Parker, Vice President of DFA Australia Limited observed that, “When you talk about Ireland, cricket is not the first sport that springs to mind. Yet in the 2007 World Cup, the Irish defeated highly rated Pakistan, on St Patrick’s Day no less. Picking the best countries to invest in can be just as unpredictable.”  […]

Read...


Video – Power of the Markets


The Stock Market explained This short, easy to watch video explains how stock prices are set and change based on the collective knowledge of buyers and sellers.   Armed with this information, investors can be more confident about the power of the financial markets. video platformvideo managementvideo solutionsvideo player Invest more successfully Once you understand […]

Read...


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

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 →