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: Investing
Read the latest news and thoughts from our Financial Planner, Andrew.
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…
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…
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…
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…
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…
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…
As the great British love affair with property continues I regularly have conversations with people who believe that owning a second property as an income stream is the best use…
When was the last time you had a financial review? I regularly meet with prospective clients who set up a pension or ISA many years ago and haven’t looked at…
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…