Over the past few weeks, there has been a debate on Twitter amongst a small section of the financial planning community and compliance consultants on the surprisingly thorny issue of…
Category: Shares
Read the latest news and thoughts from our Financial Planner, Andrew.
Investing in global stock markets isn’t appropriate for everyone and not everyone is appropriate for stock market investing. However, if you are planning for the future and want to make…
Over the years that I’ve been a financial planner, I have had many conversations with clients and prospective clients about their investment experiences. Most people will have some story about…
If you do any background research on investing it won’t be long until you come across the term ‘Volatility’. Investment professionals and financial regulators use it to define investment risk…
A question I am asked on a fairly regular basis by new and existing clients is “Should I Take my Final Salary Pension Lump Sum?” Like many questions that appear…
We make assumptions every day; we have to otherwise we would never get anything done. Most of the time the assumptions we make are either correct or immaterial if they…
Don’t worry, it’s OK to spend savings in retirement, but it does come with a caveat. If you have been diligent during your working life you will have built up…
Despite what the financial media like to tell you I believe investing in shares directly is a loser’s game. With the UK and global stock markets at record highs and…
“Should I wait to invest?” is a question many people are asking as the global stock markets seem to continue their ascent to new highs. You may be forgiven for…
Here’s a list of things you wouldn’t do: – Drive only looking in the rear view mirror, – Pick the winner of the Grand National based on last year’s, –…