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 >>
We have donated £4,500 to Dronfield Community First Responders (DCFR), enabling them to purchase a crucial lifting chair. The life-saving volunteers are dispatched by East Midlands Ambulance Service to appropriate 999 calls and the new equipment will be a huge boost to their operations. Currently, if a DCFR member attends 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 >>
There is no need to change your retirement plans because of current market volatility. We are urging clients not to concentrate on recent market news, but to review your retirement objectives and focus on making sure your plan is on target. Partner, Jon Stevens, said: “Investing is not about trying Read More >>
We are opening our doors to local residents who would like to help make Christmas a little less bleak for those who sleep on the streets. The Belmayne office has, once again, become a donation station for homelessness charity, Pathways of Chesterfield, and we are inviting people to drop off 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 >>
