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.

Should We Expect Stock Market Gains in 2020?

January 21, 2020 in Investments
For those regularly following the news, you will have likely seen many headlines about several financial firms expecting stock market gains in 2020. The Bank of America, for instance, has…
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A Short Guide to Bond Investing in 2020

January 17, 2020 in Investments
With Brexit now looking almost certain to go ahead on 31st January 2020, many people are wondering what the impact might be on their investments. For those concerned about possible…
Read More

Is Climate Change a threat to Pension funds?

January 7, 2020 in Pensions
The Governor of the Bank of England made headlines following an interview with BBC Radio 4 on 30th December 2019. Mark Carney’s claim was that certain assets would eventually lose…
Read More

How to use Financial Planning to navigate Divorce

January 3, 2020 in Divorce
Regardless of the circumstances, Divorce is one of the most painful, stressful experiences a person can go through and it’s important to surround yourself with trusted family and friends who…
Read More

Active Fund Management: is it Worth the Money?

November 28, 2019 in Investments
Broadly speaking, there are at least two investment approaches: “active” and “passive”. Many people believe the former to be superior to the latter, perhaps imagining professional...
Read More

A Short Guide to Funding Long Term Care

November 28, 2019 in Financial Planning
The demographic map of the UK is changing. Most of us are now living longer; in 2017 those aged 85+ were 1.35m in number, and this figure could reach 2m…
Read More

Wealth Matters Archive

January 21, 2020 in Investments

Should We Expect Stock Market Gains in 2020?

For those regularly following the news, you will have likely seen many headlines about several financial firms expecting stock market gains in 2020. The Bank of America, for instance, has…
Read More
January 17, 2020 in Investments

A Short Guide to Bond Investing in 2020

With Brexit now looking almost certain to go ahead on 31st January 2020, many people are wondering what the impact might be on their investments. For those concerned about possible…
Read More
January 7, 2020 in Pensions

Is Climate Change a threat to Pension funds?

The Governor of the Bank of England made headlines following an interview with BBC Radio 4 on 30th December 2019. Mark Carney’s claim was that certain assets would eventually lose…
Read More
January 3, 2020 in Divorce

How to use Financial Planning to navigate Divorce

Regardless of the circumstances, Divorce is one of the most painful, stressful experiences a person can go through and it’s important to surround yourself with trusted family and friends who…
Read More
November 28, 2019 in Investments

Active Fund Management: is it Worth the Money?

Broadly speaking, there are at least two investment approaches: “active” and “passive”. Many people believe the former to be superior to the latter, perhaps imagining professional...
Read More
November 28, 2019 in Financial Planning

A Short Guide to Funding Long Term Care

The demographic map of the UK is changing. Most of us are now living longer; in 2017 those aged 85+ were 1.35m in number, and this figure could reach 2m…
Read More
November 28, 2019 in Financial Planning

10 Parts of Your Financial Plan to Check this Christmas

With the festive season soon upon us, many people start to think about buying gifts, as well as their New Year resolutions. Thoughts about our long-term, broader financial strategy...
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November 28, 2019 in Investments

How to Protect Your Money from Inflation

Inflation is the eroding and often hidden influence on your savings and investments which many people forget about. Consider the following scenario as an example: You invest...
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