Investing Posts

Why do charities invest?

The success of charities rides on a number of key factors. The goodwill of donors, hours of hard work contributed by volunteers and diligent management all play a huge role in ensuring a charity can effectively achieve its goals. However, as a donor, you want to know that your contributions are being put to good use. Similarly, as a trustee, you want to ensure that you are making the most of your charity’s funds. 

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A Short Guide to ISAs

Whether you’re getting a foot on the property ladder, or saving for retirement, ISAs or ‘Individual Savings Accounts’ can be a tax-efficient way of setting aside money for the future. As it stands in 2020, you are currently allowed to place up to £20,000 across different ISAs each tax year.

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What does Brexit mean for my Finances?

As the likelihood of a no-deal Brexit becomes greater, with a last push for the EU and UK to reach a post-Brexit trade deal before 31st of December, there are certain predictions that can be made about the effect this outcome may have.

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Moving Abroad: A Financial Checklist

Since the EU referendum, emigration from the UK has been steadily increasing, reaching a ten-year high last year.

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Where is My Pension Being Invested?

A growing sense of social responsibility and increasing climate awareness has seen many people looking to shift their investment portfolios towards ethical and ESG (environmental, social and governance) funds. 

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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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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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A Short Guide to Wealth Management

First of all, how do we define wealth management? On our own website we put it like this: “Imagine all of your assets, pensions, investments, cash as one big pot aiming to provide you with the standard of living you expect now and in the future.

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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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