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GUIDE

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

1. Protection Unfortunately, wealth can be all-too transient, so first take steps to protect the money you have accumulated from common dangers.Protect cash depositsYou may have accumulated wealth through your career,...

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GUIDE

Investing made simple

How it works (what is risk) Investing is about putting money into something in the...

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GUIDE

Understanding your risk-Profile (And why it is important)

Investing is all about using money to make money, but these returns are always a reward for taking on an element of risk, however small. In reality, there is no such thing as an entirely safe investment and in fact the closer an asset is...

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GUIDE

Ten key points on performance benchmarks

A wealth manager can help you vastly improve your financial situation through using clever financial planning techniques to make tax savings, but most people will be looking to the professionals to maximise their investment returns. So, how...

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INVESTING 101

Active versus passive investing –
A quick guide

The “active versus passive investing” debate is one of the longest running in investment management and there is a lot to be said on both sides.Investors certainly do not have to make a binary choice between...

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INVESTING 101

Cash isn’t king:
6 investment tips
for making the
most of your bonus

Hopefully, it was bigger than you expected and not the dreaded “doughnut”, or zero bonus.Bonus payments in the UK are getting bigger, recent figures suggest. Total bonus payments in the UK economy between April 2014 and March 2015 were...

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INVESTING 101

Got a bonus? Why you need investment advice now!

What should you do with your bonus? The cash rewards may not be as high as they were pre-crisis, but people from all walks are still earning substantial amounts throughout the year. Spend it? Invest it? The possibilities are almost endless.If...

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INVESTING 101

Top 5 new
year’s resolutions for
your wealth in 2016

Top New Year’s resolutions for your wealth to start 2016 off strong!The new year always brings around for each of us a sense of renewal and reflection – successes and failures, “would haves” and “should haves”, second...

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INVESTING 101

One of the biggest
overlooked risks
to investing

In continuation of our 3-part discussion series on Risks to Investing, we talk about a single risk that many investors succumb to without realising it.Navigating the investment mazeYes, you read it right. It is possible to be over-diversified.In...