Pension decumulation and drawdown

Much of people’s attention tends to be on the accumulation phase of retirement planning, but how savers choose to deploy their funds when they retire - and beyond - is crucial.

Pound-cost averaging

Pound-cost averaging can be a sensible approach to investing when markets are falling, or are prone to sudden shocks, but you may want to use it only in a limited way.

Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts (REITs) are a popular means of investing in all kinds of property for those seeking an income.

Tax-efficient investments

You may not be aware, but a range of investments offer a chance to slash your tax bill and the potential for outsized returns.

Environmental, Social and Governance (ESG)

Nobody interested in investing could have missed the meteoric rise of Environmental, Social and Governance (ESG) as a buzz phrase in recent years. Indeed, since […]

Passion assets

Passion assets can give their owners a great deal of pleasure alongside the potential for outsize returns – as long as they select the right ones at the right time.


SPACs (Special Purpose Acquisition Companies) are on the lips of investors all around the world, but while they offer the potential for outsize returns, they also carry specific risk that must be understood.


Yield is a key wealth management metric that can tell investors a lot about the risk-return profile of investments – but only if the figures are approached in the right way.

Price-to-Earnings Ratio (P/E)

Price-to-Earnings ratio is of prime importance when weighing up the value a company represents, however it can be calculated in several ways and is by no means the only metric to have in mind.