Call Us: 020 3137 0500

Archive for the General Category

INVESTMENT MATTERS – Creating the life you want

Anything is possible when you manage your money the right way. whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. investments can offer both risk and return, and, generally, the bigger the risk, the greater the potential

Read more

COULD YOUR MONEY WORK HARDER?

We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best service is provided through personal, face-to-face advice. Our range of services is extensive, supported by a distinctive approach to investment management, enabling you to create financial

Read more

Global Emerging Markets -Sector shows an increase over the year to date

After a rocky few years, the global emerging markets sector has picked up in 2016, with the sector showing an increase of 31% over the year to date at the end of august. This makes it the second top-performing Association of Investment Companies (AIC) sector over the

Read more

Looking For An Expert, Flexible Approach To Managing Your Wealth? Trust, tax and insurance solutions to ensure your financial goals can be achieved

Whether your wealth comes from building a business, successful investments or family inheritance, robust family and estate planning is essential for protecting your wealth. We’ll work to understand your requirements and bring them together as part of a coordinated financial approach CONTACT US TO DISCUSS YOUR REQUIREMENTS

Read more

‘Mid-life Savings Crisis’ – It’s good to talk about your options

  Put simply, retirement planning is about how you look at your future, but more than a million britons are facing a ‘mid-life savings crisis’ as they near 40. With no retirement savings, according to research from Zurich. A third (33%) of British adults aged 35 to

Read more

Money’s Too Tight To Mention – Planning financially for long-term sickness

How would you pay the bills if you were sick or accidentally injured and couldn’t Work? According to research by unum and personnel today, just 12% of employers  support their staff for more than a year if they’re off sick from work. Given the low level of

Read more

Generational Investing – Implications in a fast-changing world

The motivations and values of generation Y born between 1980 and1999 and how these impact their behaviour as investors and consumers have been published in a work by Dr Paul Redmond, Director of Student Life at the University of Manchester, in which he explains the key findings of

Read more

You’ve Protected Your Most Valuable Assets – But how financially secure are your dependants?

Timely decisions on how jointly owned assets are held, the mitigation of Inheritance Tax, the preparation of a will and the creation of trusts can all help ensure your dependants are financially secure. CONTACT US TO DISCUSS HOW TO SAFEGUARD YOUR DEPENDANTS, WEALTH AND ASSETS – DON’T LEAVE

Read more

Who Will Care For You In Old Age? – Making provision in a way that meets your needs and wishes

As a population we are living longer, and with an ageing population the need for care is growing, with the time spent in care also increasing. However, a fifth of the UK (20%) have no idea who will look after them if they have care needs in

Read more

NAVIGATING YOUR INVESTMENT OPTIONS – How professional financial advice can prove invaluable

  FEW OF US REALLY HAVE THE TIME OR INCLINATION TO UNDERSTAND THE VAST NUMBER OF DIFFERENT INVESTMENT PRODUCTS AVAILABLE ON THE MARKET AND CONSIDER WHAT THE BEST OPTIONS ARE TO SUIT OUR PARTICULAR OBJECTIVES. TO DO THIS EFFECTIVELY, IT WOULD NEED TO BECOME A FULL-TIME JOB.  

Read more