Investment
What it means to you – the effect of the retail distribution review (RDR) so far!
Tuesday, May 7th, 2013
The first of January 2013 is a date that many firms that operate in the financial services sector will see as very important for many reasons and the changes that it has presented do have an impact on the consumer. What has been the effect on these firms and more importantly what do you as [...]
Tags: RDR
Posted in Investment, Weekly Articles | No Comments »
Investing today! How do you decide which are the best funds to invest into?
Thursday, April 11th, 2013
This is one of the most interesting arguments in the financial services marketplace. There is more talk around this subject than any other and the confusion that is created tends not to help the investor. However this one area alone is where most investors could make the biggest mistakes with their investments and if understood [...]
Tags: investments
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Don’t go without when it comes to your money
Friday, February 8th, 2013
2013 is racing onwards and it’s February already. Is it really more than a month since Christmas? It might seem hard to believe, but it really is. And it’s at this time of year that some of us think about those resolutions we haven’t managed to keep – we’ve resigned ourselves to the fact that [...]
Tags: investment, ISAs, tax, tax relief
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Ethical Investment Week
Monday, October 29th, 2012
October saw the 2012 National Ethical Investment Week, the fifth year that there has been a focus on investing in companies and funds whose aim is to make a positive difference to people and the environment. To follow on from that, we’ve brought together some of the most up to date information about ethical investing, [...]
Tags: ethical and green investment, ethical investment, ethical investment week, investing, investment
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Individual Financial Planning
Thursday, June 14th, 2012
Is it true that individual financial planning is easier than planning for couples or families? It can be, but as with many things, it depends on your individual circumstances, including whether you have chosen to be single or not. There may be fewer factors to consider when planning your future as a single person which [...]
Tags: independent financial advice, Independent Financial Advisers, investing, ISAs, pensions
Posted in Debt, Get it right, Investment, Investment, Really Useful Money Stuff, Retirement, Weekly Articles | No Comments »
Investment Portfolio
Friday, April 13th, 2012
New tax year, same old investment portfolio? Now the new tax year has dawned, it seems a good time for some financial spring cleaning and reorganisation. With that in mind, we thought we would share the question one of our clients asked us recently: how can I be confident that I’ve got a suitable mix [...]
Tags: banks, commercial property, funds, independent financial advice, investments
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Buying Corporate Bonds – Is Now a Good Time?
Thursday, March 29th, 2012
With Bank of England interest rates remaining at a record low, we’ve been asked by a few of our clients whether they should be buying corporate bonds. In short, there’s no simple answer to this. As with many things, it depends on your circumstances and what you want from your investments. Your best starting point [...]
Tags: corporate bonds, equities, investing, investment
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Pension Funding
Friday, November 4th, 2011
Take a SIPP from the pension cup Pension funding… Probably not something you spend much time thinking about. But it’s something we think a lot about. Especially when one of our readers asked us recently how could an adviser add value to her pension fund? Traditionally retirement funds or policies have been built up over [...]
Tags: FTSE100, funds, independent financial advice, Independent Financial Advisers, Inheritance tax, pensions, tax
Posted in Get it right, Inheritance Tax, Investment, Pension, Retirement, Weekly Articles | No Comments »
Savings Accounts For Children
Friday, October 28th, 2011
Junior ISAs: kick-starting the savings habit? The Junior ISA launches on the 1st November, after much fanfare from the government. It all sounds good at first glance – a savings account for children which is a mini version of an Individual Savings Account (ISA), with a tax-free contribution allowance and access allowed when the child [...]
Tags: Inheritance tax, investing, investment, ISAs, offshore bonds
Posted in Financial News, Get it right, Investment, Investment, Weekly Articles | No Comments »
Time To Die, Mr Investment Bond?
Friday, October 21st, 2011
Time to die, Mr Bond? It will soon be Christmas and the inevitable James Bond film will be on the TV. We’ve noticed some similarities between these action films and the financial services industry. Both feature sharks and incomprehensible acronyms: in the world of OO7 films, SMERSH and SPECTRE, and in the world of financial [...]
Tags: investing, investment bonds, investments, ISAs
Posted in Financial News, Get it right, Investment, Investment, Weekly Articles | No Comments »
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