by Brian Downton | J, May, 2024 | blog, wealth-management
You should base financial decisions on logic and facts. But psychology can have a much larger effect than you think, and it can lead to you making decisions that aren’t right for you. Read on to find out more about what behavioural finance is and how it could affect...
by Brian Downton | J, May, 2024 | blog, wealth-management
It is impossible to predict exactly how markets will behave in the future. Trying to predict which single asset class will deliver the best performance will often lead to disappointment. Click here to see how different asset classes have performed over the last 10...
by Brian Downton | J, Mar, 2024 | blog, wealth-management
As we approach the end of the tax year, there’s still time for you to support your family finances, and ensure you use your allowances in an efficient manner. Kick start your child’s financial future Saving for your children’s future is a huge responsibility, although...
by Brian Downton | J, Mar, 2024 | blog, wealth-management
As we approach the end of the tax year, it’s a good time to start thinking about how to make the most of the tax reliefs and allowances you’re entitled to, before they are lost. We’ve put together a checklist to ensure you’re aware of all the ways to make sure...
by Brian Downton | J, Feb, 2024 | blog, wealth-management
Investing in a Stocks and Shares Individual Savings Account (ISA) can be an excellent way of growing your wealth over the long term, providing the potential for higher returns compared to other forms of savings. This post aims to demystify stocks and shares ISAs,...
by Brian Downton | J, Feb, 2024 | blog, wealth-management
Whether investing for the first time or looking to improve your approach, a good place to start is with the people who do this for a living. Here are four techniques the professionals follow that could help you become a successful investor. Think Long Term History...
by Brian Downton | J, Jan, 2024 | blog, wealth-management
In the face of an economic downturn, many individuals are left questioning the wisdom of investing. The declining market values and financial uncertainties can make the investment landscape seem fraught with danger. However, building an investment portfolio during...
by Brian Downton | J, Apr, 2023 | blog, general, wealth-management
The new tax year on 6 April 2023 is a great time to review your finances. The new tax year means annual allowances are reset and ready to be reused – to help you make the most of your money. This year more than ever, with interest rates and inflation on the rise,...
