Woodford funds to wind down – what it means for investors

The UK’s most celebrated fund manager, Neil Woodford, has been sacked following a string of poor decisions. His fund’s failure leaves investors and pension fund members with potentially heavy losses – and many questions. The investment funds managed by Neil Woodford are to be wound up, some five months after their trading was suspended. The … Continue reading “Woodford funds to wind down – what it means for investors”

Investment Risk and Volatility – Keep Calm

If you’re new to stock market investment, adjusting to a world where stock prices can rise and fall, often by a wide margin on just one day, can take a bit of getting used to and volatile markets can feel like an unsettling roller-coaster ride. So, what is the key to managing your investment portfolio … Continue reading “Investment Risk and Volatility – Keep Calm”

How will your investment strategy change with your age?

Having the correct investment strategy when you reach the different stages of life will help ensure you achieve your financial goals.  STARTING OUT Investing at an early age, rather than keeping all your spare cash in a bank or building society account that pays low rates of interest, can be a good long-term strategy. Taking … Continue reading “How will your investment strategy change with your age?”

How goal-based investing helps people of all ages plan their weath

What do you want your wealth to achieve for you?  Most of us will have a variety of financial goals that we are keen to pursue at different points in our lives. These can often include major life events such as putting down a deposit on a property, paying for school fees,  being able to … Continue reading “How goal-based investing helps people of all ages plan their weath”

Put pensions into renewables, says minister

Climate change poses a financial risk ‘too important to ignore’, according to pensions minister Guy Opperman, particularly for the working generation saving for retirement. Pension funds with a high exposure to investments in fossil fuels are likely to take a hit to their long-term growth, as countries around the globe move towards greener energy sources. … Continue reading “Put pensions into renewables, says minister”

Does your money need a New Year workout?

We can all be guilty of letting our finances go, especially over the Christmas season. So now is a good time to take a long look at the state of your wealth and review the plans you have in place for the future. Regard us as your personal trainer, here to help you get your … Continue reading “Does your money need a New Year workout?”

What next for the global economy?

It was a disappointing beginning to 2018 for many major advanced economies. The UK endured a woeful start, with estimates suggesting gross domestic product (GDP) rose by just 0.1% in the first quarter, the weakest rate of growth since the final quarter of 2012. A similar picture of weakening growth emerged across the other major … Continue reading “What next for the global economy?”

An ISA millionaire – could you make it to £1 million?

The odds on becoming a millionaire through winning the lottery or scooping the Premium Bond jackpot are slim at best. However, with planning, patience and sufficient money available to invest in stocks and shares, by reinvesting all your dividends, and making maximum use of your tax-efficient allowance, it is perfectly possible to become an ISA … Continue reading “An ISA millionaire – could you make it to £1 million?”

Does your Portfolio need a New Year makeover?

If it’s been a while since you looked at your investment portfolio, now could be a good time to stage a review. A regular assessment of your investments will help ensure that you know whether they are on track to meet your financial objectives. The New Year presents the perfect opportunity to take stock. It’s … Continue reading “Does your Portfolio need a New Year makeover?”