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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.

Helping business owners reach their financial goals

July 18, 2024 in Business Planning
Whether making strategic decisions, managing staff or building relationships with customers, running a business takes time, focus and energy. In our experience, business owners often don’t have the time to…
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Funding long term care costs

July 11, 2024 in Financial Planning
As we move into later life, our financial priorities often shift, and funding the potential cost of long term care is a common concern that is shared by many clients.…
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Don’t leave it too late to create a financial plan

July 4, 2024 in Financial Planning
Irrespective of our age, financial obligations shape the decisions we reach on a day-to-day basis. For those with young families, the cost pressures of mortgage or rent payments, childcare costs…
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The investment case for China

June 27, 2024 in Investments
After a decade of rapid growth, China has offered scant reward for investors since 2021. Where developed western markets have enjoyed strong returns since November, Chinese Equities continue to forge…
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Is the hype over AI justified?

June 20, 2024 in Uncategorised
One of the dominant trends that have contributed to the strong equity market performance over recent months has been growing enthusiasm for the potential that Artificial Intelligence (AI) can bring,…
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The impact of rate cuts

June 13, 2024 in Financial Planning
Decisions taken by central banks have been one of the main drivers of global market direction over recent years. Following the outbreak of the Covid-19 pandemic, interest rates around the…
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Wealth Matters Archive

June 6, 2024 in Pensions

Get the right advice when approaching retirement

Each major financial decision that we take throughout our lives will have some form of impact on our financial wellbeing. From the decision to purchase a property and take out…
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May 30, 2024 in Financial Planning

What history tells us about UK markets after an election

In a little over a month, the UK will head to the polls in a much-anticipated General Election. The announcement by Rishi Sunak to call a General Election for 4th…
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May 23, 2024 in Financial Planning

Behind the Scenes at FAS – Part 3 – Our Advisers

In the first two parts of our “Behind the Scenes at FAS”, we gave an insight into the work of our adept administration and paraplanning teams, who fully support our…
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May 16, 2024 in Investments

The drawbacks of a passive only investment approach

First available to investors in 1975, a passive fund aims to offer a low-cost method of replicating the performance of a specific market index, rather than actively selecting individual assets…
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May 2, 2024 in Investments

Scaling the wall of worry

Recent events in the Middle East have once again led to increased concerns about the impact that World events can exert on global financial markets. In such times, it is…
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April 26, 2024 in Financial Planning

Behind the scenes at FAS – part 2

Many outside of our industry may not be familiar with the role of a paraplanner within a financial services firm. The National Careers Service defines a paraplanner as an individual…
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April 18, 2024 in Financial Planning

Later Life Planning – planning all the way through life!

The last 25 years have changed the way we live. Now we can access information instantly, share experiences with people across the world, and reap the benefits of rapid technological…
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April 11, 2024 in Savings

ISA rules refreshed

Launched as the follow-up to the Personal Equity Plan (PEP), the Individual Savings Account (ISA) has just reached its 25 year anniversary. Prior to the start of this tax year,…
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