Inheritance Tax & AIM

By | 05.2018|Inheritance Tax|

We are always seeking solutions for our clients and looking to provide products that will help them manage their assets more efficiently, with the aim of protecting and growing their wealth for the future. Preparing for Inheritance Tax (IHT) is an area that regularly impacts on our clients’ financial and legal planning. Across HWM, depending [...]

Creating the right investment strategy

By | 05.2018|Investment, Uncategorised|

There are always going to be bumps in the road on every journey, which is why it’s essential to be flexible enough to adjust your plans when the unexpected happens. Your wealth creation objectives need to be able to adapt to whatever’s going on in your life. Nothing should stand between you and your long-term goals. Creating and maintaining the right [...]

Diversification, Diversification, Diversification

By | 05.2018|Investment|

THERE ARE MANY WAYS TO INVEST AND DIFFERENT TYPES OF INVESTMENTS. BUT WHEN LOOKING TO BUILD AN APPROPRIATE DIVERSIFIED PORTFOLIO, INVESTORS HAVE A NUMBER OF DIFFERENT CHARACTERISTICS TO EVALUATE. FOR EXAMPLE, IS THE INVESTMENT DESIGNED TO PROVIDE GROWTH OR INCOME? IS IT DOMESTIC OR INTERNATIONAL? DOES IT HAVE A MATURITY? ANOTHER CONSIDERATION IS WHETHER THE INVESTMENT IS ACTIVELY OR PASSIVELY [...]

The Ups and Downs of Investing

By | 02.2018|Investment|

Investing is not just about what you know but also who you are. The key to successful investing isn’t predicting the future – it’s learning from the past and understanding the present. Investing offers potential to grow our money, reach our goals and live the life we want. Regardless of the market conditions at the moment, [...]

Freshen up your investments this New Year!

By | 12.2017|Investment|

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 [...]

The pros and cons of the two most popular ISAs

By | 03.2017|Savings|

There are three types of ISAs available for your savings and investments. You can open a Cash ISA, a Stocks & Shares ISA and an Innovative Finance ISA (launched on 6 April 2016). Each of these ISAs provide a tax-efficient way to save whether you decide to invest a lump sum or top up your [...]

Time for change?

By | 11.2016|Investment|

 

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.

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The Foundations Stones Of Good Investing – Part Two

By | 10.2016|Investment|

 

Following last's weeks blog post, we'll be sharing our final five foundation stones to complete the solid base to any investment programme, ultimately helping you to grow your money to enable you to reach your final goal.

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Assessing your risk appetite

By | 09.2016|Investment|

 

When looking into investing it is crucial to know your tolerance to risk. That way you can ensure your investments are put into the risk portfolio right for you. Here we discuss the steps you should consider when deciding your risk appetite.

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The Hartey Wealth Management 5 Step Programme For Investment Fitness

By | 07.2016|Investment|

 

Despite the somewhat miserable weather, the number of runners and cyclists on my route to work appears to be on its annual upturn.

 

My own good intentions are easily swayed by the biscuit tin, which is why fitness gurus always focus on the importance of discipline and a long-term approach. Fad diets and gym memberships that don’t last the month won’t improve the quality of your health, in fact they can leave you worse off.

 

Though arguably less strenuous, the same is true of getting your long-term investments in shape. What follows is the Hartey Five Step Programme for Investment Fitness.

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