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.

Man looking at stocks and shares on phone and laptop

Investing with conviction

August 4, 2022 in Investments
The profit announcements from BP, Shell and others have made headline news over recent weeks, due to concerns over the raising of the energy price cap and hikes in gas…
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Image of clock and hourglass representing time

Take your time to invest?

July 28, 2022 in Investments
Most of us will be familiar with the concept of regular investing, through pension saving for retirement. Each month, contributions are deducted from salary or earnings and under a Defined…
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Tree representing four seasons

An investment for all seasons?

July 22, 2022 in Investments
Since March 2020, investors have been exposed to volatile market conditions, with markets falling heavily at the height of the Covid-19 pandemic, only to be followed by a rapid recovery,…
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Metallic pound sterling symbol on black background with a red question mark

Where next for Sterling?

July 14, 2022 in Investments
Anyone heading off abroad at the moment will be facing the prospect of the Pound not stretching as far, as Sterling continues to weaken when compared to other global currencies.…
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Graphic of American flag overlaid with stock trends

Global investing – why is the US market so important?

July 7, 2022 in Investments
Making sure an investment portfolio has sufficient diversification can help mitigate risk, and one way that a portfolio can effectively be diversified is to allocate funds globally. By investing funds…
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Drawing of scales with Risk on one end and Reward on the other

Risk and reward, and how to measure volatility

June 30, 2022 in Investments
A common theme underpinning all investments, the notion of risk and reward, is a general trade off that affects almost anything from which a return can be generated. Anytime you…
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Wealth Matters Archive

June 23, 2022 in Investments

2022 – the story so far and outlook ahead

Inflation is the key Following a very positive year in 2021, investment markets have faced significant challenges over the first six months of this year. Inflationary pressure, that was starting…
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June 16, 2022 in Pensions

Nearing retirement? It pays to get tailored advice

The Pension Freedom rules introduced in 2015 opened up many new possibilities for individuals to flexibly access their pension savings. The new-found freedoms have generally been popular, although the increased…
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June 8, 2022 in Investments

Thinking of becoming a landlord?

The private rental sector has grown significantly over recent years, with over 4.5m tenants now renting from private landlords in the UK. Propertymark  - the professional body for the lettings…
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June 2, 2022 in Financial Planning

Providing an income via life assurance

Life assurance is a crucial area of financial planning, particularly where there is a need to provide protection for young and growing families or where others are financially dependent on…
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May 26, 2022 in Tax Planning

Why is tax efficiency so important?

As the old financial adage suggests, you should “never let the tax tail wag the dog”. The rather bizarre phrase is used to remind investors that conventional wisdom dictates that…
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May 19, 2022 in Investments

Cryptocurrencies – a stark reminder of the risks

Whenever clients talk about cryptocurrencies, our response has always been the same - the investments are unregulated and carry significant risk of total loss of the investment. Recent price action…
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May 12, 2022 in Investments

Where next for interest rates?

Central Banks on both sides of the Atlantic made headline news last week, as the US Federal Reserve and UK Monetary Policy Committee both raised interest rates. In a much…
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May 5, 2022 in Financial Planning

The Bank of Mum and Dad – what to consider

Buying your first home has never been easy, and the increase in house prices over recent years has made the task even harder for first time buyers. As a result,…
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