Post-lockdown I know the last few months have been difficult for many of us and especially for those who have lost a loved one. I … Continued
Investments
Risk vs reward
A key role we have as advisers is to decipher how much risk our clients are willing to take. As a general rule of thumb … Continued
Reviewing our goals
Life in recent weeks has changed for us all, with some affected worse than others especially those who have lost loved ones. I do think … Continued
Keep calm and carry on
Well just as we thought things were going to settle down after Brexit the coronavirus hit. There’s been so much information it’s hard to know … Continued
What is an ISA?
As I am writing this article what I term as our ‘mad season’ is just about to start. This is when we have many requests … Continued
The criteria we used when selecting funds
In the last week or so there has been a lot of talk about Neil Woodford, but who is he and what criteria should we … Continued
Tax implications
Tax implications on your investments When looking at different types of investment, you also have to consider the tax implications. In fact, you could … Continued
Keeping your investments in tune
We recently rescued a piano, which was sadly rather out of tune. The piano tuner came today to tune it. To get it playing well and … Continued
Making dreams come true
“When can I retire?” “How much will I need?” “Can I afford to help my kids onto the property ladder?” As financial advisers, these … Continued