A Focus on: Our Research
Research is a huge focus of ours so we thought it would be beneficial for you to see what we incorporate into our research in order for your investments to work the hardest they possibly can. We run our own portfolios and use various platforms to facilitate the investments such as Nucleus, AXA Elevate and so on. […]
Have you heard…
…we’re running a new series of investment presentations in an area near you! If you have existing investments or are considering new ones, we’re hosting a series of investment presentation that could offer you the information you need to gauge whether yours are doing as well as they could be. If you’re a keen investor you’ll […]
The advantages of saving into a pension…
Once you’ve decided to start saving for retirement, you need to choose how to do so. Pensions have many important advantages that will make your savings grow more rapidly than might otherwise be the case. A pension is essentially a long-term savings plan with tax relief – your […]
What’s your retirement plan?
Are you thinking about retiring but aren’t sure where to begin with your plans? This checklist offers some tips on what things you should consider before taking the plunge to retirement. Get a valuation of your State pension entitlements. You can do this online at dwp.gov.uk Consider if […]
Tell me more…
When seeking the advice of a financial adviser it’s not uncommon to want to buff up on your knowledge of the main products that are used in order for you to feel more in control of making your decision. I have listed some of the main products that we deal with […]
What’s your number?
Many business owners and senior executives spend a lifetime working hard in their business but rarely to take a step back to ask themselves why? What is it all for? Understandably, it means different things to different people, but essentially, financial independence boils down to defining the […]
Why a financial adviser could be for you…
Although a number of people start off as DIY investors, ordinarily they soon realise that the help of a good financial adviser is the best way forward; they can help you realise your goals by offering impartial and expert advice on your financial affairs. Here, we offer the top reasons […]
Brexit VS Trump
Following the election of Trump, I thought it would be worth sharing some of the conversations that take place with our global network of fund management teams and the view from around the world. In short the Trump result was unexpected, but if he follows through with building a new better USA, this can be […]
Time for change?
With New Year fast approaching, now is a good time to take a look at your investment portfolio and maybe even consider making some changes. Carrying out regular portfolio reviews is crucial when considering the suitability of your investments and ensuring that any changes in your attitude to risk are accurately reflected. Over time, your […]
Our 2016 investment presentations come to a close…
“As usual, a first class presentation in an excellent venue”, “An excellent presentation by all speakers with a great introduction by Tristan – a fantastic build up to a very insightful session!” and “Thank you once again – it’s made me realise that I need to revisit my needs as […]
