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Looking for fresh, up-to-date information and insights on important financial matters which affect you? Browse our Wealth Matters content library below. If you require any advice or information on a particular subject that we have not addressed, please contact a member of our team to discuss your query.

Alternatives to cash when savings rates fall

June 5, 2025 in Financial Planning
Many turn to accumulated savings as a way of generating an income. Those in retirement may use savings interest to supplement state and workplace pension income. Others may use deposit…
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Why you should review your discretionary fund manager

May 29, 2025 in Financial Planning
New clients to FAS often agree to transfer existing investment portfolios they hold with discretionary fund managers, to our management. As a result, the advisers at FAS regularly have the…
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The evolving outlook for Japan

May 15, 2025 in Investments
We previously cast the spotlight on Japanese Equities late in 2023, at a time when the region was seeing a sharp rally in values, which extended through to the start…
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Testing times for ethical investment strategies

May 8, 2025 in Investments
Ethical investment strategies have seen significant growth over recent years, as more investors aim to align investments with their own values. According to data from Morningstar, total assets in global…
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Choosing the right investment vehicle

May 1, 2025 in Financial Planning
One of the most important choices facing investors is where to place long-term investments. The choice of investment vehicle can influence the tax-efficiency of the strategy, the overall cost of…
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Pension Freedoms – ten years on

April 24, 2025 in Pensions
It is now a decade since George Osborne introduced legislation under the title of Pension “Freedom and Choice”. The rules, which were introduced in April 2015, gave people aged 55…
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Wealth Matters Archive

April 17, 2025 in Divorce

Pensions on Divorce – the importance of financial advice

Dealing with marital finances can be one of the most challenging elements of the divorce process.  At a time when emotions are often running high, the need to gather financial…
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April 10, 2025 in Investments

What history tells us about market turbulence

Investment market sentiment has been fragile since the “Liberation Day” announcements by President Trump on 2nd April. The imposition of tariffs by the US, and retaliatory measures taken by trading…
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March 27, 2025 in Investments

The benefits of regular investment

One of the simplest ways of investing for the longer term without committing a lump sum is to regularly invest over a period of time. In fact, many of us…
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March 20, 2025 in Financial Planning

Alternatives to investment property

Buy to Let has remained a popular investment option for many years, as landlords have enjoyed the benefits of a buoyant rental market, and rising property values. Investor appetite may,…
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March 13, 2025 in Investments

Focus on fundamentals

Amidst an avalanche of news flow over recent weeks, investors are trying to understand the implications of events in the White House in respect of the Russian-Ukraine conflict, and imposition…
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March 6, 2025 in Tax Planning

Tax year end planning

As we are hurtling towards the end of another tax year, it is important to take the opportunity of reviewing your finances and take appropriate action to make the most…
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February 27, 2025 in Financial Planning

Maintaining control of children’s investments

We are regularly asked to provide advice to parents and grandparents who wish to invest for their child or grandchild’s future, potentially to help with higher education costs, or towards…
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February 20, 2025 in Financial Planning

What a restricted adviser may not know

When choosing a financial adviser, one of the primary decisions is whether to use an independent or restricted firm. Whilst the Financial Conduct Authority require firms to set out their…
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