Uncategorized

August 2017

Ethical saving and investing

By |August 11th, 2017|

Making the world a better place
With a defined contribution pension, you build up a pot of money that you can then use to provide an income in retirement. Unlike defined benefit schemes, which promise a specific income, the income you might get from a defined contribution scheme depends on factors including the amount you pay […]

Maintaining a diversified portfolio

By |August 9th, 2017|

Spreading risk between different kinds of investments
When you start investing, or even if you are a sophisticated investor, one of the most important tools available is diversification. Whether the market is bullish or bearish, maintaining a diversified portfolio is essential to any long-term investment strategy.
Diversification allows an investor to spread risk between different kinds of […]

Understanding investment risk

By |August 7th, 2017|

Making informed decisions to improve your chances of achieving your financial goals
If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you can make informed decisions and improve your chances of achieving your […]

Investment objectives – a lifelong process

By |August 4th, 2017|

Protecting your wealth from market ups and downs
If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you should consider investing some of it.
Investing is a lifelong process, […]

Reviewing your needs and goals

By |August 2nd, 2017|

The most radical changes to pensions in almost a hundred years
It’s well worth taking the time to think about what you really want from your investments. Knowing yourself, your needs and goals, and your appetite for risk is a good start.
1. Consider your reasons for investing

It’s important to know why you’re investing. The first step is to […]

July 2017

Don’t let your portfolio wealth simply drain away

By |July 31st, 2017|

Millions of Britons could see their savings shrink because they don’t know how to shield them from rising inflation. The findings are according to research by YouGov for Zurich, which found more than a third (37%) of people aged 18 to 65-plus are in the dark over ways to grow their savings enough to at […]

Dreaming of an early retirement

By |July 26th, 2017|

When you quit the rat race, will you really have the time of your life?
We all know that we need to save money for our retirement, but knowing it and doing something about it are very different things! Younger generations may be bracing themselves to work well into their 70s – but the early retirement […]

Almost three quarters of employees expect to work beyond the traditional retirement age

By |July 24th, 2017|

The proportion of UK employees who say they will work beyond the age of 65 is at an all-time high. The findings from Canada Life identified that almost three quarters (73%) of employees expect to work beyond the traditional retirement age, up from 67% in 2016 and 61% in 2015.

Younger workers are particularly likely to […]

Investment wise

By |July 21st, 2017|

Learning from the past and understanding the present
The key to successful investing isn’t predicting the future, its learning from the past and understanding the present. To give your money its best opportunity to grow, whether you’re just starting to build a portfolio or looking to rebalance an existing one, we consider some of the key […]

Securing your financial future

By |July 19th, 2017|

Investing for major life events requires comprehensive investment solutions
If you really want to give your money the potential to grow and you don’t need immediate access to it, think about investing it rather than just saving. You might want to invest for major life events like retirement or paying your child’s or grandchild’s university fees.
Whatever […]

Contact us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Questions, issues or concerns? I'd love to help you!

Click ENTER to chat