by Brian Downton | J, Jul, 2022 | blog, wealth-management
As parents to four children ranging in age from three to 12 years old, Rachel and Samantha were horrified to hear on the news that a quarter of 20-to-34 year olds still live at home with their parents. As much as they love their kids, the idea they might still be a...
by Brian Downton | J, Jul, 2022 | blog, wealth-management
Funding your child’s university education Sarah and Andrew’s 10-year-old twins, Isabelle and Isaac, couldn’t be more different. While Isabelle is boisterous and full of beans, Isaac is gentle and reserved. The children do have one thing in common though –...
by Brian Downton | J, Jul, 2022 | blog, wealth-management
Whether you want to go on holiday or just want to save some money for the future, budgeting is a good way to put aside some money for reaching this goal. Here you can find some tips to help you take control of your finances. Why is budgeting so important? You might...
by Brian Downton | J, Jul, 2022 | blog, wealth-management
Markets experienced some June gloom in the wake of further interest rate hikes and lower economic growth forecasts. Global growth is set to slow to 3% this year and 2.8% in 2023, according to the organisation for economic development (OECD). [1] The ongoing war in...
by Brian Downton | J, Jul, 2022 | blog, wealth-management
We explore how Omnis appoints third-party managers to run funds to provide access the best investment talent in the market. Omnis Investments (Omnis) offers clients of The Openwork Partnership and 2plan Wealth Management a range of 26 funds. They appoint third-party...
by Brian Downton | J, Jun, 2022 | blog, wealth-management
Financial markets were unsettled in May as the effects of the war in Ukraine along with concerns over inflation and growth dominated investor sentiment. The International Monetary Fund (IMF) cautioned global finance leaders to expect multiple inflationary shocks in...
by Brian Downton | J, Dec, 2021 | blog, wealth-management
To keep your investments from losing value or slowing the growth of your assets, avoid these common investing mistakes. There are more risks and opportunities than ever for investors to navigate in today’s rapidly evolving markets. Here are four approaches we believe...
by Brian Downton | J, Nov, 2021 | blog, wealth-management
Make the most of your tax allowances by using the different types of ISAs that are available. Individual Savings Accounts (ISAs) were first introduced in 1999 and are a tax-free way to save into a cash savings or investment account. There lots of different types of...
