Financial Planning

Top 10 New Year Headlines 7th January 2017

What will 2017 hold? Our natural curiosity about the future makes a ready-made market for speculative media articles about...

“Is now a good time to be in stocks?” “Should currency risk be hedged?” Questions of this kind, often...

Inheritance Tax (IHT) is affecting more and more families nowadays and we’re often asked what can be done to...

Every now and then, unexpected events can take people by surprise. That happened recently with the UK’s EU referendum,...

The 12 step Recovery Programme for Active Investors is a documentary film that highlights what works in investing and...

Closet indexing 12th February 2016

You are probably familiar with the ‘Emperor’s New Clothes’, a short tale by Hans Christian Andersen about two weavers who...

Be wary of forecasts 2nd February 2016

Don’t believe everything you hear from forecasters January can often be referred to as the ‘funny season’ in financial...

2015 in Summary After several years of seemingly uninterrupted growth, 2015 was marked by increased volatility. The year got...

We’re always being asked questions, which is great. There are a number of questions that seem to crop up...

Who needs a pension plan when you can build a property portfolio! It’s not surprising that many people have...