Looking to the future

Posted on March 8, 2019 by - Uncategorized

Keeping focused on opportunities and challenges

Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. Whatever stage of life you’re at, we’ll help navigate you through the opportunities and challenges you may face. (more…)

Tracker funds and exchange traded funds

Posted on March 8, 2019 by - Uncategorized

Market index following the overall performance of a selection of investments

Tracker funds and exchange-traded funds (ETFs) are investments that aim to mirror the performance of a market index. A market index follows the overall performance of a selection of investments. The FTSE 100 is an example of a market index – it includes the 100 companies with the largest value on the London Stock Exchange. (more…)

Collective investments

Posted on March 8, 2019 by - Uncategorized

Pooling money in one or more types of asset class

Collective investment schemes – also known as ‘pooled investment funds’ – are a way of combining sums of money from many people into a large fund spread across many investments and managed by a professional fund manager. (more…)

Trust in your investments

Posted on March 8, 2019 by - Uncategorized

Taking a more diverse approach to asset allocation

Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio easily, as well as giving you the chance to benefit from the expertise of fund managers. (more…)

Tax-efficient returns

Posted on March 8, 2019 by - Uncategorized

Transforming your investment outcomes

Investing through a tax-efficient wrapper, such as an Individual Savings Account (ISA), can give a significant boost to an overall investment portfolio, but they should be blended with an appropriate investment strategy to give the best outcome. (more…)