Not sure what to make of this month’s Budget? As the dust settles and we’ve had some time to digest the chancellor’s plans for economic growth, it’s time to take a look at what they really mean for pension savers and investors. Read on to find out how the changes Read More >>
How do we even begin to summarise what happened to the investment markets last year?! The world gave us a lot to process. Just when we thought the worst of the pandemic was over, along came Russia’s invasion of Ukraine and took with it any hopes for a period of Read More >>
Given the precarious state of international affairs, we financial advisers would be fools to try and predict how the markets will react. Yes, we might have opinions on the state of the financial landscape, but trying to work out which asset classes will top the charts is a little like Read More >>
There is a certain type of investor who thinks they can do my job just as well as me. And to be honest, there’s probably not a lot I can say to change their mind. The ease with which we can now access information has opened up the financial markets Read More >>
Inflation exceeded 11% in October, according to the Office of National Statistics. This is the most rapid rise we’ve seen in decades. Prices are spiralling far faster than expected, due to the ongoing war in Ukraine, residual effects of the pandemic and surprisingly strong consumer demand. So, what does this Read More >>
2022 has been a bit of a stinker. So much so, ‘permacrisis’ has been crowned word of the year by Collins Dictionary. It’s no surprise, therefore, that clients have been reaching out to us for reassurance that their life savings are not disappearing down an economic black hole. As good Read More >>
I’d wager that one of the media’s most used words recently is ‘unprecedented’. Indeed, there have been events that fit the definition – ‘a situation that has never happened, been done or been known before’ – rather well. However, the term is often misused. Since the beginning of 2022, the Read More >>
Although paraplanning is a profession in itself, many see it as a stepping stone to becoming a fully-fledged financial planner. However, as my colleague, Cathy Smith, highlighted in her blog about the lack of female IFAs, very few women make the leap. As a paraplanner with a desire to progress, Read More >>
The aim of Financial Planning Week is to highlight the benefits of true financial planning, so let’s start by looking at why using a professional adviser can help you achieve your goals. Our sector is a minefield of jargon, misconceptions and myths, but if you are considering investing in your Read More >>
There is no shortage of surveys and reports that claim women are ‘behind the door’ when it comes to financial planning. Are we seeing a significant time lag in the traditional gender stereotypes or are other factors at play? As we continue our series of blogs to mark Financial Planning Read More >>
