Topic: Investment

Tailored investment solutions

Posted on March 3, 2014 by - Investment, Retirement

Expert, flexible approach to accumulating and managing wealth
We provide clients with an expert, flexible approach to accumulating and managing their ealth. Understanding your financial circumstances is crucial in making sure we tailor the right investment solutions for you. Regardless of what stage of life you’re in, we can help you to protect and grow your wealth. (more…)

Make the most of every available tax-planning opportunity

Posted on December 18, 2013 by - Investment, Retirement, Uncategorized

You’d better get your skates on with the end of tax year fast approaching

No one likes to pay more tax than they have to but one of the challenges of wealth is the high taxation it attracts. With real-terms tax increases the prospect for the foreseeable future the pressure is on to make the most of every available tax-planning opportunity. (more…)

Cashing in on alternatives in 2014

Posted on December 18, 2013 by - Investment

Taking a step up the risk ladder means assessing your appetite for risk

It has been a torrid time for cash savers over the past five years. The Bank of England Base Rate has been on hold at its 300-year low of 0.5% since March 2009. Although there have been murmurings of a possible rise in interest rates on the horizon, savers should still explore all the options available to generate a return from their savings. (more…)

Desperately Seeking income

Posted on December 18, 2013 by - Investment, Uncategorized, Wealth Creation

Yields have dropped across the asset classes, except
for equities

He may only have been in the job for just over six months, but Mark Carney, the Governor of the Bank of England, has already signalled his intention to do things differently and this is most noticeable in his concept of ‘forward guidance’. (more…)