Sustainable Investing and Good Planning

As I write, investment markets are being hit by a potential Coronavirus…


How does a Pandemic impact on investments?

How does a Pandemic impact on investments? At the time of writing there have…


Equity Management

Is an active approach to equity management still valid?

Global equity indices have moved higher despite the global impact Coronavirus…


Long-term Care

Long-term Care

Long-term care. This is a specialist area of financial planning so a good…


Ethical, Sustainable, Green

Ethical - Sustainable - Green

Ethical, Sustainable and Green There is no doubt that the buzz words 'Ethical',…


Tax Opportunities

Reducing Tax Payments

The new tax year will soon be with us so it's a good time to get organised. If…


Advice

The Value of Advice

The value of advice  Savers who took advice in the early 2000s are, on average,…


Alternative Investment Market

Ready, AIM, Fire!

What is the Alternative Investment Market? Investing in stocks and shares that…


Savings and Investment

Where should I invest my money or save for the future (decisions, decisions, decisions)?

Most savings and investment funds designed for medium to long term investment…


Tax Year Allowances

What are the new tax year allowances?

New tax year allowances The tax year started on 6th April and personal…