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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.

Our Approach to Client Reviews

October 3, 2024 in Financial Planning
Valuation and data collation The review process begins with gathering information from various sources to create the client valuation report, which serves as the foundation for our meetings. Our systems…
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Why the US election matters

September 19, 2024 in Financial Planning
US sets the tone The US election result will have fundamental implications for the outlook for global investments. US stock markets are by far the most influential global indices, with…
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Pressure on the “Bank of Family” grows

September 12, 2024 in Financial Planning
With house prices staying close to all-time highs, finding a deposit for a house purchase remains a challenge for many buyers. As a result, an increasing number of prospective home…
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The importance of regular reviews

September 4, 2024 in Financial Planning
Taking control of your financial future can bring numerous benefits, and the key to any successful strategy is to take the time to plan ahead. Whilst the original planning stage…
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The danger of holding too much cash

August 29, 2024 in Financial Planning
Cash plays a vital role in every financial plan, as it helps us cover day-to-day expenditure, and meet short-term liabilities. Without cash, we would be unable to pay bills and…
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Should VCTs be part of your portfolio?

August 22, 2024 in Investments
It probably hasn’t escaped your notice that a range of taxes have increased over recent years, in part due to the economic effects of the pandemic. In March of this…
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Wealth Matters Archive

August 15, 2024 in Investments

Where next for global markets?

Any long term investment strategy will enter stormy waters from time to time, with the Covid-19 pandemic, Russian invasion of Ukraine and inflationary spiral amongst the factors that have made…
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August 1, 2024 in Investments

Signs of recovery in commercial property

Commercial property has traditionally played an important role in portfolio diversification. Direct Property funds that invest in UK physical property assets, such as warehouses, office and industrial space, has traditionally…
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July 18, 2024 in Business Planning

Helping business owners reach their financial goals

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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July 11, 2024 in Financial Planning

Funding long term care costs

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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July 4, 2024 in Financial Planning

Don’t leave it too late to create a financial plan

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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June 27, 2024 in Investments

The investment case for China

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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June 20, 2024 in Uncategorised

Is the hype over AI justified?

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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June 13, 2024 in Financial Planning

The impact of rate cuts

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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A Guide to Financial Planning

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