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Pension, Pension Calculator, Retirement, Tax

5 ways to make the most of your wealth in 2015

Give your money a head start with these five ways to make the most of your wealth in 2015, presented by UK wealth manager Tilney BestInvest. Over the past few weeks many of us have been putting time and effort into our New Year’s Resolutions – from spending more time in the gym to cutting […]

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Entrepreneur, Corporate Executive, Family, Time, Wealth Manager

Pressing pension planning issues for affluent investors

The pressing pension planning issues for affluent investors, explained by award winning wealth manager Patrick Connolly.  The incoming pension reforms will create fantastic financial planning opportunities, but taking proper advice will be essential if investors are to avoid very costly mistakes, explains Patrick Connolly, Certified Financial Planner at Chase de Vere.In his March 2014 Budget […]

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Investment Risk, Gambling, Risk, Smart Investor

Understanding your risk profile

Understanding your risk profile is a fundamental pillar of investing. The reality is there is no such thing as an entirely safe investment, yet there is of course a whole spectrum on investment risk.

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Funds, Growing Your Wealth, Investment Portfolio, Investments, Portfolio, Portfolio Diversification, Wealth Managers

How wealth managers select investment funds

Wealth managers fund selection is an important part of what they offer clients. This guide explains their typical process to select funds. Wealth managers generally make extensive use of a whole range of investment funds in their clients’ portfolios. Diversification, market access, liquidity, transparency and cost-effectiveness are all potential benefits investment funds hold out and […]

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