Month: April 2023

Guide to setting up a future for my grandchildren

Investing in the future of your grandchildren is a great way to help them prepare for their financial needs in life. By setting aside money now, you can provide them with added security and increased opportunities in the years to come. Investing for grandchildren can be used to help fund college tuition, make a down payment on their first car or home, or even start a retirement fund.

/ 26th April 2023

Market Update: Prospects of a warm Spring

Focusing on the UK economy, last week’s data told us that while March was cold, the Spring could be getting economically warmer. This morning’s UK retail sales data for March marked another reduction in volumes, partly due to the cold weather, according to the Office for National Statistics (ONS). Not including fuel, the volume of retail goods sold in March dropped by 1% from February. Food price rises continue to outpace price rises in other goods (nobody is fooled by milk price cuts when the price of bananas rises more than 10%).

/ 24th April 2023

Market Update: Return of calm bodes well for Spring

Easter lies behind us and the second quarter of the year ahead. Considering how unnerving the first three months of the year were, UK investors in globally-diversified multi-asset portfolios have not fared too badly. Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.

/ 17th April 2023

Critical illness cover, your questions answered.

People are increasingly becoming more concerned about the possibility of being affected by a critical illness such as cancer, stroke or heart attack, according to new research findings[1]. This is reflected in the fact that searches for ‘critical illness insurance’ have skyrocketed, with, on average, 6,800 people searching for ‘critical illness cover’ every month, mostly asked on Google.

/ 12th April 2023

Market Update: Spring of hope following winter of doom?

This year began in anticipation of imminent global recession, but imminent did mean immediate, and as the second quarter gets under way, the chances of a global recession may be less now than they were.  

/ 11th April 2023

Winter Team News – Spring has sprung!

The team at Vizion Wealth would like to wish everyone a Happy New Tax Year! I’m sure you can imagine; we have had a very busy couple of months and are glad to be seeing a little bit of sunshine, the lighter evenings and the cherry blossoms starting to open.

/ 6th April 2023

Market Update: Markets put bank stress behind, but challenges remain

The first quarter of 2023 is now behind us, and while March ran run the whole gamut of emotions for investors, we end the month (and quarter) on a fairly positive and quiet note. For the average UK investor who holds their investments in a range of risk profiled portfolios, the quarter ends at levels above, or at worst, fairly close to where they started the year, so not really a ‘down’ quarter after all.

/ 3rd April 2023