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 [...]

Crypto Currencies – Dont’ believe the hype!

By | 03.2018|News|

Digital or crypto currencies such as Bitcoin, Ethereum and Ripple have been causing financial frenzy over the past few months. Bitcoin is the oldest and most well known crypto currency and was created back in 2009. Transactions are made with no middle men – this means there’s no bank, regardless of the hype around getting rich by trading [...]

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 [...]

When is a Self-Invested Personal Pension the right option?

By | 12.2017|Pensions|

Self-Invested Personal Pensions (also known as ‘SIPPs’) are being used by a rising number of private investors keen to take control of their retirement planning. First introduced in 1989, SIPPs have evolved into the favoured investment vehicle for individuals seeking more control and flexibility in their retirement planning. SIPPs are a form of pension available to all investors who choose to invest into [...]

The Story Behind Hartey Wealth Management

By | 11.2017|Hartey News|

We've been around since 2014, but for many the story of how we got here is unknown. Here, Karl Hartey explains the idea behind the business and what they are striving to achieve for their clients. “The vision of the company was to adopt a totally fresh client first approach whilst drawing on our twenty [...]

Understanding Investment Risk

By | 08.2017|Investment|

None of us like to take risks with our savings, but the reality is that there’s no such thing as a ‘no-risk’ investment. You’re always taking on some risk when you invest, but the amount varies between different types of investment. If you understand the risks associated with investing and you know how much risk [...]

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 [...]

Have you heard…

By | 01.2017|Investment Seminars|

 

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.

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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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