You’ve worked hard for your cash, now’s the time to make your cash work hard for you
Ahead of the imminent new tax year, it’s important to know how to take advantage of the higher cash interest rates currently available. Why now? Find out more.
Investments
Bear with me, don’t panic, keep at it
Wren Sterling Group’s new CIO Rory McPherson reflects on what is happening in the markets and sees reason to be optimistic.
A crazy few days and what happens next?
Following our initial response to the Mini Budget, Kwasi Kwarteng rows back on his plan. How will this affect UK investors?
What’s going on with ‘defensive’ investments
With inflation at a 40-year high, this is bad news for bond investors as the level of return they get from their investment is fixed – so in real terms is falling.
Is the UK property market reaching the end of the boom period?
UK house prices increased by an average of 12.4% in 2022, sustaining a trend of rising prices that has been in play since 2012 – a boom by anyone’s measures. We’re familiar with the reasons for this; the Stamp Duty holiday, lack of supply, record low interest rates on fixed year deals, lockdown generating excess […]
How an adviser can limit the impact of market turbulence
Living in the UK we know that some days the sun will shine and others it will be cold and wet. And while we may not necessarily like going out in the bad weather, the dog still needs walking, the kids still need to go to school and we still need to go to the [...]
Higher house prices upset estate planning in 2022
With UK average house prices increasing, investors are closely monitoring this rise. Homeowners may be glad of this increase – but not understanding how it will impact their inheritance tax bill.
How much weight should you give economic outlook confidence as an investor?
In recent weeks there have been a number of high profile comments made about the UK’s economic outlook from prominent figures. Rishi Sunak, the Chancellor, has countered warnings of weakness in the pound with a statement backing the UK’s medium and long term prospects. Bank of America released a report in late May that captured [...]
Pound Cost Averaging: Easing the cautious investor into the market
Understanding investing for beginners Investing a large sum of money in the stock market at any one point carries risk for the investor. If prices suddenly fall, there will be an immediate reduction in portfolio value, which can cause anxiety. Some investors might want to wait to feel more comfortable in the market before investing, [...]
How our services are changing to meet client needs in a changing world
Financial planning is about more than just investment returns. Of course, they’re critical to financial plans succeeding, but recent years have really sharpened our focus on building solutions to meet more of the challenges our clients face, so our advice is truly holistic…