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Savings & Investments

Building an investment portfolio

4 steps for future wealth creation in your mid-20s to mid-30s. Investing can be challenging for anyone, but for those in their mid-20s to mid-30s, it can be especially daunting to build a portfolio – especially while paying off student loans, credit card debt and establishing some savings. The reality is that people should start saving and investing as early…
Jen Paice
June 20, 2022
Savings & Investments

“Time is money”

Five principles of investing everyone should know Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide a personalised recommendation based on your investment goals. The following five principles will help you get on top of some key issues that affect…
Jen Paice
April 25, 2022
Pensions & RetirementSavings & Investments

Since the outbreak of the Ukraine-Russia war, unsurprisingly we’ve witnessed market volatility.  It’s understandable that investors and clients are looking for reassurance about the impact of the crisis on their investments. We have issued our clients with a guide reiterating some important investment principles, such as focusing on long-term horizons and diversified portfolios. You can download the full guide here.…
Jen Paice
March 25, 2022
Savings & Investments

Get ready to beat the ISA deadline

Time to give your financial future a boost? Savers and investors have less than three months to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on April 5. The current tax year started on 6 April 2021 and ends on 5 April 2022. ISAs enable you to minimise…
Jen Paice
March 7, 2022
Savings & Investments

It may be time to invest your cash

Is your wealth protected from the damaging effects of inflation? Many people underestimate the damaging effect of low interest and high inflation on their cash savings. A continued period of low interest rates on cash savings and rising inflation could pose a real risk to savers in 2022 even if the Bank of England (BoE) moves to increase interest rates…
Jen Paice
February 21, 2022
Savings & Investments

Investing with impact

How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental. This has largely been fuelled by the climate emergency, leading to growing scrutiny of company practices with some governments mandating a change in companies’ and individuals’ behaviour. The idea behind ESG investing is that corporations which…
Jen Paice
January 26, 2022
Savings & Investments

How can I protect my money from inflation?

Five questions to ask before inflation really takes off ‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right now. In the current economic climate, rising inflation is becoming a concern for people with savings and investments. The effect means you’re potentially earning less money due to your hard-earned cash becoming…
Jen Paice
January 17, 2022
Savings & Investments

Goals-based investing

Clear, concise, detailed and written down Goals-based investing is an approach that aims to help people meet their personal and lifestyle goals, whatever they may be. If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial goals to help you make…
Jen Paice
December 6, 2021
Savings & Investments

Evolution of ESG investing

Changing face of investor ethics and behaviours The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report. And while the trend is common across the generations, it’s Millennials who are leading the charge. The report, which looks at intergenerational planning and wealth…
Jen Paice
October 18, 2021

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