Last year proved to be one of the most unpredictable in modern history. It was also a year of resilience – of people, institutions and financial markets. Despite a sequence of epic events and continuing concerns about the impact of the coronavirus pandemic, global stock market returns in 2020 were Read More >>
To help you make sensible decisions about your future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly My colleagues and I will now discuss each step Read More >>
One-year performance doesn’t form the basis of our decision-making – we adopt a buy and hold strategy. However, we know it is important to see how your investments are performing, so here’s a quick overview to what happened in 2019. The headline news: It was a good year for nearly Read More >>
Her Majesty has spoken – action is needed! Don’t panic, this isn’t about Brexit, it’s about you and your pension savings. As part of the Queen’s speech, it was announced that a pensions dashboard would be launched. This initiative, first discussed back in 2016, will be an online tool to Read More >>
So, you thought taking out a mortgage was going to be the biggest financial decision you would ever make? Not any more! These days, the most significant and lifechanging financial choice comes later in life and concerns how to draw money out of your work pension. There has been a Read More >>
