Wealth Management Survey

Wealth Management Survey

Occasionally we like to survey our website visitors to find out their attitudes to wealth management. Share your views for a chance to win John Lewis vouchers!

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Doing well by doing good

Doing well by doing good

Research has proven that investing sustainably doesn’t necessarily impair returns at all – and may in fact be key to achieving good performance in a rapidly changing world.

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2020: a super year for impact investing?

2020: a super year for impact investing?

Investors are increasingly considering the environmental and social impact of how they deploy their capital, and there is no investor too small to help make a difference to the world’s biggest problems.

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Five funds for 2020

Five funds for 2020

Investors are likely to face significant macroeconomic and market risks in 2020, but there are opportunities offering adequate compensation for these in certain funds.

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Reflecting on feelings and financial outcomes

Reflecting on feelings and financial outcomes

Dennis Harhalakis, Founder of Cambridge Money Coaching, explains why reflecting on our feelings about money should be as much of a focus as market performance as the year ends.

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The biggest myth in investing?

The biggest myth in investing?

Our wealth management expert explains why time in the market – rather than trying to time them – is such a powerful driver of investment returns.

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Viewing investment volatility the professional way

Learn about the value a professional wealth manager brings in dealing with volatility – and combating the common investment errors that all too often scupper DIY-investors’ financial plans.

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Investors, don’t get caught out by complacency

Investors, don’t get caught out by complacency

Complacency can seriously damage returns, so taking protective measures for your portfolio is vital.

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Winding the clock forward

Winding the clock forward

Ensuring you save enough for a desirable retirement, and that your income lasts as long as it needs, calls for wise decisions.

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