What’s ‘Better’ a Pension or an ISA?
30.09.19
“Is a pension better than an ISA or an ISA better than a pension?” On the face of it, that should be a simple question to answer but, like many…
Category: Investing
Read the latest news and thoughts from our Financial Planner, Andrew.
What’s ‘Better’ a Pension or an ISA?
30.09.19
Read more
An Emoji Guide to Diversification
07.08.19
Whether they knew it or not, our mothers and grandmothers taught us one of the most important lessons of investing: not having all of your eggs in one basket. Yet,…
2 Reasons Why People Don’t Take Enough Investment Risk (& Why It Might Be A Problem)
07.08.19
Investment risk and reward are inextricably linked; if you want to have the potential for higher returns you have to accept increased investment risk. It was ever thus and it…
An Emoji Guide to Active vs Passive Investing
11.06.19
This latest Emoji Guide looks at active vs passive investing and comes at a time that one of the UK’s star fund managers has hit the headlines for the wrong…
Capacity for Loss – Or How Much Can You Afford to Lose?
30.05.19
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…
An Emoji Guide to Capitalism
03.04.19
Capitalism hasn’t enjoyed the greatest press in the last decade or so; the near destruction of the economic system at the height of the Credit Crunch (or Great Financial Crash…
“Now the Kids Are Gone We’ve Got Some Spare Money, What Should We Do With it?”
13.03.19
There comes a time in every parent’s life when the kids fly the nest (sure, they sometimes come back!) and you’ll reach that point when you find the rooms echo…
An Emoji Guide to Inflation…
21.12.18
Inflation is the silent assassin of the personal finance world. While stock market crashes and bank defaults grab the headlines, over the long term it is the silent creep…
An Emoji Guide to Investing
28.11.18
It is said that fear and greed are the primary drivers of stock markets; fear when markets are falling and greed when they are rising. However, despite it being tempting…
You Can’t Have Your Cake & Eat It – Inheritance Tax Planning Basics
20.08.18
Inheritance Tax Planning Basics Inheritance tax (IHT) is one of the more emotive taxes; when you have worked hard all your life and made sensible financial decisions to build up…