Category: Investment

ESG: Investing With Impact

It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental. This has largely been fuelled by the climate emergency, leading to growing scrutiny of company practices with some governments mandating a change in companies’ and individuals’ behaviour...

/ 18th November 2021

What’s happening with inflation?

Understanding inflation is an important factor when it comes to your financial success. If you don’t factor inflation in when deciding where to put your money – whether that’s savings accounts or investing – you could find your wealth shrinks over the years.

/ 22nd October 2021

Investing for Children and Grandchildren

With many of us living longer, you may be thinking about how you can support your family at the moments that matter. Sharing your wealth during your lifetime – especially with younger generations facing the pressures of rising house prices and university fees – can really make a difference and bring you great joy too.

/ 15th October 2021

Portfolio Diversification

By maintaining proper portfolio diversification and avoiding the pitfalls of market timing, you’ll have the foundation needed to help manage your overall exposure to market volatility. Historically, the stock market has been up more than down.

/ 26th August 2021

Investing with a Conscience

Issues such as climate change and sustainability have become increasingly hot topics globally and often the subject of conversation. As a result, Environmental, Social and Governance-linked (ESG) investment strategies continue to dominate financial headlines.

/ 12th January 2021

Divest or Engage?

Environmental, social and corporate governance issues are increasingly in the news, with some high-profile companies facing public scrutiny, corporate action or litigation. In a world where doing good means a better, more sustainable future, environmental, social and governance (ESG) factors have become an essential measure for sustainability and ethics of a business.

/ 23rd November 2020

Environmental, Social and Governance (ESG) Investing

Once a niche approach thought to come at the expense of returns, Environmental, Social and Governance (ESG) strategies have proven that they can be market-beating. If you’re someone who wants to make a positive difference, you might be interested to know how you, your money and the things you care about could all benefit from sustainable investing.

/ 21st July 2020

Managing Volatility During COVID-19

The outbreak of coronavirus (COVID-19) has understandably been dominating the news headlines. Market fear over the escalating global spread of coronavirus has seen a sell-off across many asset classes. This period of market stress further emphasises the importance of diversification within portfolios. Investors’ objectives can rarely be met by investing in a single asset class.

/ 6th July 2020

Investment Insights

We all have different objectives in life and need different strategies to help achieve them. Sensible diversification – owning a mix of assets, including shares, bonds and alternative investments such as property – can help protect investors over the long term. When one area of a portfolio underperforms, another part should provide important protection... However, when it comes to financial planning for your future, it’s important that you receive expert professional advice about all the options and income sources available to you.

/ 21st May 2020

Discover a Clearer Financial Future

It’s often a common fallacy that only those that are wealthy have any need for professional financial advice. Regardless of how careful you are with your money, dealing with the tricky intricacies of taxation, investments and financial regulations can be difficult for even the most money-conscious of earners. However, when it comes to financial planning for your future, it’s important that you receive expert professional advice about all the options and income sources available to you.

/ 11th May 2020

Millennial Money

Building wealth for the future is important, but increasingly people want their investments to do more than make money. Investing ethically means different things to different people. According to a new global survey[1], almost eight out of 10 millennials now prioritise socially responsible and impactful investing...

/ 27th April 2020

Boosting Investment Returns

Three years on from the 2016 referendum, and with ongoing political wrangling, the eventual outcome of Brexit is still uncertain. Brexit-related uncertainty and the challenging domestic backdrop mean investors need to be smarter about how they invest, which is why it is essential to obtain professional financial advice...

/ 4th November 2019

Understanding Investment Risk

There are many decisions to consider when making any investment. One of these is how much risk you are prepared to take. This will be determined by a number of different factors. In this guide, we take a look at the different types of investment risk and how it can relate to returns...

/ 28th October 2019

Smart Investments

Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Accounts (ISAs) we should link this to a Stocks & Shares ISA not a Cash ISAand pensions. Tax-efficiency is a key consideration when investing because it can make a considerable difference to your wealth and quality of life...

/ 23rd August 2019

We’re in the Sunday Times’ Guide of the UK’s Top Rated Financial Advisers!

We are so proud to have been included in The Times as one of the most popular financial advice firms, according to VouchedFor. The rating site released its list of financial advisers who qualified for its 2019 Guide To The UK’s Top Rated Financial Advisers by receiving the highest number of positive reviews from their clients...

/ 18th March 2019

Investing in your Child’s Future

While many parents value the standard of education offered by independent schools or universities, the costs can be daunting. However, with careful planning, it may be possible to avoid a huge outstanding student loan or tax burden...

/ 1st October 2018

Making Solid Financial Resolutions

The new year is the perfect time to overhaul your life for the better, and one excellent place to start is by making solid financial resolutions that can help get you closer to your money goals, whether it’s increasing your retirement savings or setting enough money aside for a down payment on a house...

/ 6th February 2018

Savings Black Hole?

Millions of Britons could see their savings shrink, as they don’t know how to shield them from the threat of rising inflation. Currently, UK savers are hoarding over £60 billion in cash for long-term savings and investments, which stands to be eroded by £1.5 billion this year, as a result of higher inflation...

/ 9th January 2018

Market Sentiment: Reaching your long-term investment goals

It is impossible for investors to predict the future. Short-term losses can be unsettling, but holding steady through the ups and downs is the best way to reach your long-term investment goals. A key to successful investing is to remain focused on your long-term objectives and not let short-term trends distract you...

/ 28th November 2017

Securing Your Financial Future

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.

/ 31st August 2017