Recent news has highlighted the importance of getting financial advice from the right sources, particularly when big decisions about pension transfers and property are concerned.

The urge to spring clean should also apply to your investment portfolio and reviewing it with a professional wealth manager should be undertaken at least once a year.

How to thaw the frozen housing market and properly diversify portfolios, alongside the spectre of hidden fees, are all front of mind for our High Net Worth users this month.

There is comfort in the “Balanced portfolio” label, but which assets should be included – and in which proportions – are vexed questions. Many investors could be taking on far more risk than they realise.

In uncertain times, investors naturally seek “safe havens’. But while simply sticking to cash might seem like the safest option, in reality holding the majority […]

One of main threats facing investors is inflation.  Whilst the topic floats in and out of the news, the long term empirical evidence shows that […]

Achieving the right mix of asset classes will help maximise returns and minimise risk in your portfolio, making this an area where professional advice can make a huge difference.