Wealth management vs asset management - two different concepts when it comes to managing client's money. It is important to understand the key differences between the two so that you can make the best decision for your financial circumstances and future. Ultimately, a good financial advisor should be able to help you with both [...]
In today's podcast I tackle the subject of "tme is Money" along with the five principles of investing everyone should know. Due to the complexity of the options it can be very confusing which route to take. I can help you navigate these options and guide you towards a solid investment plan based on [...]
In this podcast episode, I discuss how essential it is to take a regular overview of your finances and investments to identify if progress is continuing in line with your plan and your expectations. Key Takeaways Having a financial review is a great way of taking [...]
We know that no two people have identical financial circumstances, which is why it’s essential you have a tailored financial planning solution in place and take real action on it. During times of market volatility it's important to resist backing out of the markets altogether, it is rarely the right thing to do. In [...]
Whether you have a particular investment goal in mind or you are simply growing a retirement fund, it is important to understand investment risk. The likelihood of losing some or all of your original investment should be fully understood, as well as your tolerance for the level of risk you are willing to undertake. [...]
With inflation rising in the UK, now is a good time to review your investment portfolio to ensure you are making the most of any potentially inflation proof investments. This is especially important if you are sitting on large sums of cash in the bank. Inflation is a market force that's impossible to completely avoid [...]
In this episode, I take a look at the importance of taking a long term view of the market instead of reacting to short term volatility. If you hold a more diversified portfolio for a longer period of time, market corrections can be healthy and can result in even stronger returns in the future. [...]
As another tax year end approaches it's important to finalize your end of year tax planning to reduce your tax bill wherever possible. The current tax year ends on the 5th of April in the UK, so reviewing your tax affairs now will enable you to make the most of any allowable deductions and strategies [...]
I often hear people ask "Do I Need A Financial Advisor?" Well for many people, the answer is yes, because quite simply that relationship may be one of the best investments that you will ever make. I've identified over 20 areas where I believe we add value to our clients, but I've just picked [...]
As you move into 2022, consider starting the new year with an "Investment Plan" Resolution. Make this the year you get really clear on your financial goals and once they are in place, create a workable investment plan to help you achieve them. This article covers the basics, followed by 3 areas to consider [...]
