The types of collective funds available to investors
Here in the UK, there are currently three key types of collective funds that private investors can consider: unit trusts, exchange traded funds (ETFs) and open-ended investment companies (OEICs). Below, […]
Research suggests share dividends to drop in 2023
Recent statistics show that last year UK firms paid out share dividends worth up to £94.3 billion, rising from £87.3 billion in 2021, but predict a gloomier outcome for 2023. […]
How to ensure you’re receiving the right financial advice
Consumers consult experts in financial advice for a diverse range of reasons. While some are interested in making investments, other require assistance with planning, whether for their retirement or how […]
How do financial advisors help clients with estate planning?
Estate planning services empower people to create a clear plan that defines their personal desires on how they wish their estate to be managed when they die.
Financial firm fined millions for bad advice
Pembrokeshire Mortgage Centre has been fined almost £2.4 million by the Financial Conduct Authority (FCA) for advising customers to give up their valuable pensions.
Questions to ask before consulting a financial advisor
Independent financial advisors are an excellent resource for savers and investors alike and offer expert guidance in several different areas. However, before meeting with an advisor, it can be worth […]
What are the advantages of an independent financial advisor?
At one time or another in their lives, most people require sound financial advice. This is especially so at significant points in their lives, like having children, buying a property, […]
What is the difference between a wealth manager and a financial advisor?
When it comes to the management of your personal finances, tackling the task by yourself and forming a long-term plan that prepares you for a secure future can be a […]
Why financial planning is critical to cope with inheritance tax
Inheritance tax can sometimes be a complicated and confusing cost to consider, but it doesn’t have to be. With the correct use of wills and expert assistance in estate planning […]
How your financial affairs can benefit from a second opinion
Many people planning for the future will enlist the professional services of an investment manager to help them achieve their long-term goals. While this may involve guidance on making shrewd […]
