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Recent Posts
13.02.2020
3 things to keep in mind when accessing your pension at 55
12.12.2019
4 reasons to think long-term gifts for children and grandchildren this Christmas
10.09.2019
4 things to consider when managing pension investments in retirement
13.02.2020
4 ways you can efficiently pass wealth on to the next generation

Category: Investments

Is now the time to invest?

20.05.2020

Global stock markets have suffered due to the impact of the coronavirus pandemic, and you may have heard suggestions that now is the ‘perfect time to buy’. After all, in an ideal world, you want to buy when stock prices are low and sell at a high. However, it’s not as straightforward as that and there’s no ‘perfect’ time that suits everyone. No one knows what is around the corner. Even professional investors are unlikely to have...

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Investment market update: November 2019

12.12.2019

Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in November and could continue to do so over the coming months. The hot topics that have affected the markets in 2019, Brexit, the US-China trade war and concerns of economic slumps, look set to continue as we head into 2020. In fact, the OECD has stated that the global outlook is unstable. The world’s economy...

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Investment market update: October 2019

22.11.2019

Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in October and could continue to do so over the coming months. The global economy continues to have a gloomy outlook. In October, the World Trade Organisation slashed its global forecast to the lowest in a decade. The organisation now predicts growth of 1.2% this year, compared to the 2.6% estimate it gave in...

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What to consider when investing for a child’s future

22.10.2019

Children born today have a one in four chance of celebrating their 100th birthday. It’s progress that should certainly be celebrated but one that also leads to financial questions. How do you prepare for a life that could span ten decades? Many parents choose to put some money aside for children to give them a helping hand when they reach adulthood. Whether you’ll be making regular payments or adding money on Christmas and birthdays, you’ll...

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Bonds: How do they fit into your investment portfolio?

22.10.2019

Bonds are a common feature in many investment portfolios, alongside stocks, shares and cash assets. But how do they fit into your investment portfolio and what percentage should be allocated to bonds? What is a bond? Before diving into purchasing bonds, it’s important to understand exactly what they are and, therefore, how they can be beneficial to you. A bond is essentially a loan made by an investor to a borrower, which may be a government...

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Investment market update: August 2019

10.09.2019

Welcome to our latest update of the investment markets. We take a quick look at some of the key factors that influenced the stock market in August and could continue to do so over the coming months. August has been characterised by volatility, recession fears and the ongoing trade war between the US and China. Rising gold prices and falling bond yields over the last month suggest that investors are worried about uncertainty. UK Now, just months...

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4 things to consider when managing pension investments in retirement

10.09.2019

Since 2015, retirees have had far more control over their pensions. Rather than purchasing an Annuity, more are choosing to leave their pension invested. This has benefits and can help you build a flexible income, but there are things to keep in mind too. Figures from HM Revenue and Customs (HMRC) revealed that in the second quarter of 2019, retirees withdrew £2.75 billion from their pension flexibly. It represents the greatest amount withdrawn...

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Investment update: July 2019

31.07.2019

Welcome to our August update for the investment markets. We take a quick look at some of the key factors that have been influencing the stock markets and could continue to do so over the coming months. Unfortunately, the latest news paints a gloomy picture for UK and Europe economies. UK At the top of news from the UK in July, is Boris Johnson being crowned winner of the Tory leadership race; he became Prime Minister on 23rd July 2019. The UK now...

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Just a fifth of investors stuck to their plan during 2018 volatility

31.07.2019

2018 proved a difficult year for investors. Volatility meant many saw the value of their investments fluctuate and it led to the majority tinkering with their long-term financial plans amid concerns. However, it’s a step that may not be right for them and could mean lower returns over the long term. During a year that was characterised by global economic concerns and uncertainty, from Brexit to a trade war between the US and China, investment...

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What influences your risk profile?

09.07.2019

Risk profile is something we mention a lot when looking at investments and other key financial decisions. But what has an impact on your risk profile? Investing naturally comes with some level of risk and values will rise and fall over time. However, the amount of volatility experienced varies hugely. Typically, the greater the level of risk and volatility you take on, the higher the potential returns, but there is a greater chance that values...

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