Wealth-Matters logo

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.

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,…
Read More

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…
Read More

Get the right advice when approaching retirement

June 6, 2024 in Pensions
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…
Read More

What history tells us about UK markets after an election

May 30, 2024 in Financial Planning
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…
Read More

Behind the Scenes at FAS – Part 3 – Our Advisers

May 23, 2024 in Financial Planning
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…
Read More

The drawbacks of a passive only investment approach

May 16, 2024 in Investments
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…
Read More

Wealth Matters Archive

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…
Read More
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…
Read More
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…
Read More
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,…
Read More
April 4, 2024 in Financial Planning

The value of independent advice

Whilst it is a topic we have covered previously, we make no apology using this week’s Wealth Matters to reinforce the benefits of independent financial advice, and potential pitfalls when…
Read More
March 28, 2024 in Financial Planning

Behind the scenes at FAS – Part 1

In our weekly Wealth Matters newsletter, we try to keep our readers up to date with developments in financial markets and information on financial planning opportunities. Reviewing the feedback we…
Read More
March 21, 2024 in Financial Planning

End of Tax Year Checklist

With the end of the tax year rapidly approaching, it’s an ideal time to consider your finances and take decisions to maximise tax-efficiency. With the right planning, you can make…
Read More
March 7, 2024 in Financial Planning

Where next for UK interest rates?

It is fair to say that monetary policy decisions taken by central banks have been a leading driver of market sentiment since the start of the Covid-19 pandemic. Investors have…
Read More

Start a conversation

Discover how we can help you gain the clarity you need for your finances…

It never hurts to have a conversation. Call or email us today, to arrange a free, no-commitment consultation with our team to start getting the most out of your finances.

Get in touch

A Guide to Financial Planning

Learn more about the foundational stepping stones needed to achieve your goals.

Whether you are looking to retire early, be mortgage free one day or hoping to leave a meaningful inheritance for your loved ones, you need a plan to bring it all together. Find out more here.