Category: Investment

Financial planning is not the same as financial advice. It is not a recommendation to purchase a particular product but an evolving action plan, regularly reviewed to ensure that your goals are met You might have heard the term ‘estate planning’ and wondered what it involved. The word ‘estate’ just refers to everything you own, and estate planning refers to the plans

There’s an estimated 2.8 million unclaimed pensions in the UK, worth £26.6 billion, according to research by the Pension Policy Institute (PPI). That’s nearly £9,500 per pension, so it’s worth taking the time to track down your lost pensions. Get the details of your old pensions Take a look at your CV. For every job you’ve had you might have

Often we are asked: “Is now a good time to invest?”.Our answer is always the same – time in the market is key, not timing the market. Imagine four fictional investors, all with £1,000 to invest every month – £12,000 a year, over nearly 20 years. The only difference? Their approach. Investor One puts £1,000 into cash every month,like clockwork.

It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’, which can add to your anxiety about how your investments are doing and uncertainty as to whether your investment strategy is on the right course. It’s important to try and block out this noise which could influence you to make hasty or erratic investment decisions.