Financial News

Phil joined the firm in September last year bringing with him a wealth of high value investment expertise. Just 10 months later, he has been appointed as Investment Director.Neil Boulton, Director of ...
Continue Reading

Retiring is a huge life event. And the very concept of retirement is changing with phased retirement becoming more common. The way we access our pension is now a lot more flexible, and it’s no secret ...
Continue Reading

Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Accounts (ISAs) and pensions. Tax-efficiency is a key consideration when investing bec...
Continue Reading

Very low or very high inflation is damaging to the economy. The aim is usually to try and keep the Consumer Prices Index (CPI) at 2% in order to maintain a ‘Goldilocks Economy’ – not too hot, not too ...
Continue Reading

Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved. Having built up their business or wealth, many fa...
Continue Reading

Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily injections of bad news...
Continue Reading

If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need? In trying to answer these questions, you face a problem. Becau...
Continue Reading

Making sure you use up any allowances you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our ‘Top 5’ list of planning areas to consider before...
Continue Reading

Today, you’ve got a number of options and permutations available when it comes to what to do with your pension in retirement. But lots of choice can also mean increased confusion. Your retirement migh...
Continue Reading

The best time to start investing was 20 years ago. The second best time to start investing is now. But as you have been building up your investment wealth over the decades, in all likelihood you’ve pr...
Continue Reading