So you’ve sold your business – now what?

Posted on October 8, 2012 by matt

You’ve spent years building a successful business and you’ve finally completed the sale. It took MANY months to get to this stage but you now have your millions, what do you do next? For many, this is the question that … Continue reading →

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How to ensure your money is in good hands

Posted on October 8, 2012 by matt

This article was written for and appeared in the October issue of ‘The Barrister Magazine’. The decision of who to entrust with the management of your money is one that can have huge ramifications on your future. However, whether you … Continue reading →

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Are you paying too much?

Posted on July 30, 2012 by matt

Do you know what you pay in investment and pension charges? In recent months the press has been littered with articles regarding the costs involved with investing. Most people are aware that investment funds publish a headline annual management charge … Continue reading →

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Who guards the guards?

Posted on July 20, 2012 by matt

In recent weeks banks have once again hit the headlines, and not in a good way! First we had Barclays being fined £290 million regarding the manipulation of Libor. The process of setting Libor is fairly simple. At 11am the … Continue reading →

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What is professional financial planning?

Posted on April 24, 2012 by matt

And in fact what is the difference between a run of the mill IFA and a Financial Planner? Don’t worry if you don’t really know, I’m discovering much of the industry seems to struggle with this too! They are, however, … Continue reading →

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Are you gambling with your retirement?

Posted on March 27, 2012 by matt

What does retirement mean to you? Is it what lies at the end of your working life, or your reward for being successful and planning well? There are so many people the world over who amble towards retirement with no … Continue reading →

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Pensions News

Posted on February 15, 2012 by matt

As ever, there are so many news stories flying about regarding pensions. One mentioned recently is the possibility that the Treasury may restrict tax relief for higher rate taxpayers. This has been mooted prior to many previous budgets, however, pensions … Continue reading →

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Changes to the world of Financial Advice

Posted on February 8, 2012 by matt

At the end of this year, there will be two important changes made in the world of financial advice. 1. All advisers will need to hold a Statement of Professional Standing awarded from a professional body. This statement will show … Continue reading →

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Your Portfolio’s Worst Enemies

Posted on November 28, 2011 by matt

Investment is defined by the Oxford English Dictionary as “the action or process of investing money for profit”. However, as with all things, it is not quite so simple. Investing, in every sense of the word, involves exposing your assets … Continue reading →

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Coping with market turmoil

Posted on November 15, 2011 by matt

This seemed like the perfect topic to kick off our new blog with. It is a subject that many investors have been wrestling with over recent months. When the markets are behaving as they are currently, the temptation is to … Continue reading →

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