Currently browsing Financial Planning

Keeping perspective

2nd October 2019

Risk assets globally are hanging on to the good gains made on a year-to-date basis. While there may be growing concerns over the growth outlook for the world economy, Central Banks are on easing mode, albeit reluctantly, helping to allay some of the worst fears of recession. Trade wars... read more

Posted in: Financial Planning, News

Gold Standard Award for Pension Transfers

10th June 2019

Our UK company has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Financial Planning, Pensions

The role of trust in financial services

28th May 2019

Many of our clients choose to stay with us over the years – through lifetimes and sometimes even generations. David Pugh explores why we value trust as the cornerstone of all of our client relationships: Prompted by an article by Herman Brodie, a former algorithmic trader for an investment... read more

Posted in: Financial Planning, News

Key Investment Trends for 2019

27th March 2019

Understanding the global factors which impact world markets is invaluable when investment planning. Key investment trends were explored as part of our annual investment conference, held in January over five locations across the world, including sessions at the Royal Society in London and the Goodwood Hotel in West Sussex.... read more

Posted in: Financial Planning

Your 2019 Financial Planning Checklist

10th January 2019

A new year offers a useful opportunity to consider your finances, ensuring they are in good shape to see you through 2019 and beyond. To help here is my checklist if you are looking to make the most of your financial planning this year: 1) Don’t forget your HMRC... read more

Posted in: Financial Planning

Brexit – The Certainty of Uncertainty

21st November 2018

Even by the standards of the extreme political melodrama that has consumed the UK in recent years, the events of past days, with regards the Brexit negotiations, have been quite extraordinary. In the last few days, the Cabinet has debated for five hours a 500 plus page draft European... read more

Posted in: Financial Planning, News