A key role we have as advisers is to decipher how much risk our clients are willing to take. As a general rule of thumb the higher the risk the higher the potential return but the greater the fall when markets drop. In recent months we have seen the FTSE 100 fall from just above
Life in recent weeks has changed for us all, with some affected worse than others especially those who have lost loved ones. I do think it will change the way we approach life – at least I know it will for me. I never thought I would see the day that I would be restricted
Well just as we thought things were going to settle down after Brexit the coronavirus hit. There’s been so much information it’s hard to know the truth and the markets have gone mad because like us all, they have no idea how it’s going to affect us. I have been amazed by the panic buying
As I am writing this article what I term as our ‘mad season’ is just about to start. This is when we have many requests from individuals wishing to utilise different allowances before the end of the tax year. One of these being their ISA allowance. So what is an ISA? There are 5 main
Time and time again people tell me how little they understand about money, a matter that consumes such a major part of our lives and helps us to achieve our goals. It has been reported that money worries have topped a poll of the biggest triggers of stress in the UK1*. Many people claim they
I am sitting writing this article just before Christmas. Last week we had the General Election and whether we are happy or not with the result I am sure most would agree that the people of this country sent a clear message that they wanted the Government to sort things out so that we can
Are you paying to have care, either in a care home or in your own home? How confident are you that your money won’t run out? Will you have to sell your own home to pay for care? At this time of year families tend to get together, and it’s then we may realise a
Well, the holiday period is over for most and it’s back to school. While thinking about what topics are seasonal, Christmas came to mind. My initial reaction was it’s far too early to start thinking about that, but after spending a little time researching it, I decided my views were different to others. In fact
Although this is a subject I have written about before, as Brexit still enters many of our conversations I thought an update would be good. Like many I can remember thinking at the beginning of this year that finally by the end of March we will all know what’s happening. I don’t think that there
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