Allocating wealth

One of the most important investment decisions you ever make How you choose to allocate your wealth between different asset classes will be one of the most important investment decisions […]

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Investment diversification

Protecting your money from adverse market conditions Today’s markets are as uncertain as ever. But there is one certainty – the future is coming. It may no longer be enough […]

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Budget 2016: The Impact on your finances today.

Chancellor of the Exchequer George Osborne delivered his eighth Budget speech on Wednesday 16 March, his third in 12 months. In our summary of the key announcements, we consider how […]

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Main types of investment

Understanding asset classes There are four main types of investments, known as ‘asset classes’. Each asset class has different characteristics and advantages and disadvantages for investors. Cash This involves putting […]

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Creating an investment strategy

Allow your lifestyle to dictate your investment approach To make the most of your investment opportunities, allow your lifestyle and not stock market fluctuations to dictate your investment approach. Your […]

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Pension credit

Cuts for people who go abroad for over a month People who go abroad for over a month will no longer be eligible for pension credit. At present, housing benefit […]

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Realising life-long ambitions

You now have more options than ever before to help you find a solution For many people, retirement now represents an opportunity to realise life-long ambitions, pursue new passions or […]

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Retirement

Consolidating pensions Most people, during their career, accumulate a number of different pension plans. Keeping your pension savings in a number of different plans may result in lost investment opportunities […]

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Smoothing out market highs and lows

Time-tested method for controlling risk over time It’s natural to be looking for ways to smooth out your portfolio’s returns. Investing regularly can smooth out market highs and lows over […]

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Investment opportunities

Building a consistent, long-term and well-diversified investment strategy To make the most of your investment opportunities, allow your lifestyle and not stock market fluctuations to dictate your investment approach. Your […]

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