During times of stress, clients sometimes feel the urge to pick up the phone and make rash investment decisions. The stress may be the result of personal circumstances, market turmoil, … Read More
Top five tips on how to deal with stress as an adviser
Everyone feels stressed at one time or another, it’s part of life. As an adviser, appropriately managing your stress levels is crucial both for your client’s and your own wellbeing. … Read More
3 tips: Dealing with stressed clients in risk of making poor decisions
Luke’s 3 tips to consider when dealing with a client who is at risk of making poor financial decisions due to stress It’s a well-known fact that stress can cloud … Read More
Climate change is upon us
Blog by David Winckler, Kingswood Senior Investment Analyst Humans have ignored the impact of global warming for far too long. We are now faced with the immense challenge of turning … Read More
Top 3 tips: get started on saving for a deposit by Michelle Jefferson
For young people, or even first-time buyers of any age, saving for a mortgage deposit can be quite daunting. The difficulty boils down to saving as much as possible while … Read More
International Women’s Day, Interview with Rebecca Mattingley
How did you get started in Financial Services? When I left University, I went into marketing and found that it wasn’t for me. I fell into financial services, through temping … Read More
A Heartless Market
Markets were dominated last week by the full-blown Russian invasion of the Ukraine. Following initial declines of 3-4%, the major markets subsequently rebounded and regained the bulk of their losses on … Read More
Lets talk about… Pension or ISA?
We are often asked the question – “Should I save into a pension or an ISA?”. While there is not a simple one-size-fits-all answer, there are circumstances that could dictate … Read More
The Power of a Plan
HOW TO CREATE A PERSONAL FINANCIAL PLAN IN 8 STEPS When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea … Read More
Lets talk about: The Do’s and Don’ts of Personal Finance
This article is for readers who want to get ahead with their personal finances. Following the dos and don’ts below will help you work towards your financial goals – whether … Read More