Economics Posts

Investing Cash During a Temporary Decline

Timing in investment markets is not something seasoned Financial Planners claim to do. This is not to say that it is impossible to get right on occasion, but long term, it is far more likely to achieve sub-optimal returns.

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Wealth Platform Infographic

Wealth Platform is an online resource that gives you all the tools and insights you need to digitally connect with your financial adviser and plan your financial future. Your financial information is analysed and gathered in one place to give you clarity and control. Take a look at our Wealth Platform Infographic below to find […]

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COVID-19 Market Update – 10/09/20

Markets As predicted previously, a certain amount of volatility has returned to the markets after a reasonable period of stability. Global markets fell last week as the result of a sell-off in technology stocks, which were arguably ripe for a correction.

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The Value of Cash Flow Modelling in Wealth Management

First things first, what actually is a cash flow model? Well, a cash flow model is a detailed picture of a clients’ assets, investments, debts, income and expenditure, which are projected forward, year by year, using assumed rates of growth, income, inflation, wage rises and interest rates.

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4 Financial New Year’s Resolutions

It’s a brand-new year, and it’s traditional to make resolutions. After the Christmas break many of us find our bank balances suffering slightly due to shopping as well as eating and drinking. Financial resolutions can help to structure spending and help plan the year – or possibly even further ahead, effectively.

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10 Tips for Saving at Christmas

Christmas – the most wonderful time of the year! However, it can also be the most expensive time of the year, between eating out, buying presents and travelling to see family. We’ve put together ten little tips to help make the money go further this festive season.

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An Introduction to Employee Benefits

Simply put, employment benefits are additional forms of compensation offered by employers on top of a normal salary. These become more and more important as companies compete globally for the best talent, making these benefits essential to most organisations’ reward strategy.

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A Financial Planner’s Frequently Asked Questions

If you have never consulted with a Financial Planner, you may not know what to expect, which is why we have endeavoured to answer some of our client’s most frequently asked questions here.

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Everything you Need to Know About the Spring Statement 2019

On Wednesday 13th March, the Chancellor laid out the Spring Statement for 2019 before Parliament. This is an annual occurrence and provides an opportunity for the Chancellor to update on the overall health of the economy and the Office for Budget Responsibility’s (OBR) forecasts for the growth and the public finances. 

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What’s Happened to Bitcoin Since the Surge Earlier This Year?

The rise of cryptocurrency has revolutionised the way we view both banking and investment. It remains largely unregulated and beyond the scope of mainstream investment portfolios. And yet its influence has been felt by everyone.

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