The Budget 2015

March 23, 2015

Our Budget 2015 summary looks at the main announcements and significant areas around financial planning.

The MasterChef of Investing

March 22, 2015

In the popular TV program MasterChef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation to poor implementation, so many things can, and do, go wrong. It’s a bit like investing.

Top 10 Investment Guidelines

February 23, 2015

The media would have you believe that a successful investment experience comes from picking stocks, timing your entry and exit points, making accurate predictions and outguessing the
market. Is there a better way?

Autumn Statement 2014

December 4, 2014

In our guide to the Autumn Statement 2014, we look at the main points that could affect you on tax, savings and spending.

The Certainty Principle

June 16, 2014

A frequent complaint from would-be investors is that “uncertainty” is what keeps them out of the financial markets. “I’ll stay in cash until the direction becomes clearer,” they will say. So when has there ever been total clarity? Read the article here: The Certainty Principle – 300kb PDF.  

One Green Bottle

May 19, 2014

In investment, risk and return are related. In other words, the price of earning a return is accepting some level of risk. But not every risk is worth taking.

Seven Ways to Fool Yourself

April 10, 2014

While most self-delusions are relatively costless, those relating to investment can come with a hefty price tag….

Considerations for School Fees Planning

March 12, 2014

In this article we look at some of the different things to think about when considering funding private school education for your children.

Ten Tips for the End of the Tax Year

February 27, 2014

With the end of the tax year fast approaching (5th April 2014), we thought we would share with you our ten tips to make the most of this financial planning deadline.

ISA & AIM – Do They Go Together?

January 23, 2014

What are the implications of last years government announced that it would allow AIM listed shares to be held within an ISA wrapper.

The Light Bulb Moment!

November 18, 2013

How many times have you worked with a client and in the middle of a meeting you see them experience the light bulb moment – that moment of clarity when everything falls into place?

The Importance of Income Flexibility in Retirement

October 25, 2013

There are a myriad of choices confronting those coming up to retirement in terms of switching on an income from their accumulated pension fund. Which retirement option is likely to be most beneficial to you?

The Vacationers’ Guide To Investing

September 28, 2013

Two colleagues went on vacation separately. One had a great time. The other had a miserable experience. Their respective stories provide valuable lessons, not just about taking a holiday, but about investment.

Pensions Bulletin – Finance Act 2013

August 27, 2013

In this bulletin we will look at the changes The Finance Act 2013 brings in detail and discuss what action pension savers need to take.