by Brian Downton | J, Sep, 2019 | blog, wealth-management
Getting a clear, concise view of your investment portfolio can be difficult and time-consuming. That’s why we use a secure, online system known as a platform. A platform gives you secure, online access to your investment funds with a transparent, easy -to-understand...
by Brian Downton | J, May, 2019 | blog, wealth-management
You may have read in the press that markets have been particularly volatile in 2018. But what does this mean for your investments? While stories about stock market falls are guaranteed to make headlines, the subsequent rebounds in prices get less coverage; and that’s...
by Brian Downton | J, Mar, 2019 | blog, wealth-management
According to research women now control 30% of the world’s wealth, up from 25% held five years ago. Women are also expected to see their wealth grow 7% faster than men until 2020, this is a result of women acquiring more wealth through inheritance, but they are also...
by Brian Downton | J, Dec, 2018 | blog, wealth-management
Generally speaking, and subject to investment charges and performance, the more you save and the earlier you start saving the better shape your finances are going to be in when you need to draw on them. So why is it then that many of us are reluctant to put money...
by Brian Downton | J, Dec, 2018 | blog, wealth-management
Let’s be honest. Seeking advice on how to look after your money may not be as fun as the immediate thrill of spending it, but it could be a rewarding decision in the long run. Research published last summer by the International Longevity Centre for Royal London found...
by Brian Downton | J, Oct, 2018 | blog, wealth-management
The most popular markets among investors typically fall into one of two categories – developed or emerging. There’s no universal definition for either category, but MSCI, a research firm which provides many of the indices used by investment funds as benchmarks,...
by Brian Downton | J, Sep, 2018 | blog, wealth-management
Every commentator will have a different idea about which areas and which funds are the best bet and these varying opinions can cause confusion for anyone relying on their expertise. It’s also important to note that none of these talking heads will be privy to your...
by Brian Downton | J, Aug, 2018 | blog, wealth-management
The financial products and services we need to navigate through life will change with our circumstances. In the early years, our financial needs are likely to be more straightforward, getting increasingly complex as whatever your circumstances. 20 – 30’s: From...
