For the majority, recycling and looking after our planet is something that is important to us – so something that should be considered equally as important is the standards of … Read More
4 tips to avoid making rash investment decisions during stress
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
Responsible investing
Invest today. Change tomorrow Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and … Read More
ISA deadline 5 April 2021: use it or lose it
Make the most of the tax breaks before it’s too late If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest … Read More
What will 2021 bring?
Left field thoughts with the expectation that we will be right with at least one Making predictions for markets over short time frames is a fool’s game, yet every year … Read More
Diversification is Key
The optimum risk and return balance Diversity is a hot topic at the moment, and rightly so. It is crucial for many aspects of life, from society to your vegetable … Read More
Investing during retirement
Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to … Read More
Time in the market, not timing the market
Don’t get distracted from staying focused on your investment goals Investment market swings can be unnerving, but they shouldn’t distract you from staying focused on your financial goals. Periods of … Read More
COVID-19 effects on retirement planning
Remember that pension savings are for the long term The coronavirus (COVID-19) is having a widespread impact across all aspects of financial life, including retirement plans. The current global stock … Read More
The sun is still shining
Equity markets moved higher last week, breaking out of the trading range of the last month, with global equities gaining 3.2% in local currency terms. Markets have now recovered close … Read More
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