Where is my money invested?
Within this article, we will look at where money is invested generally. Although there is some control over this in the amount of risk we take, the actual nuts and…
Category: Investment
New Year – Time to review your finances?
Happy New Year! It’s a chance to start afresh and do all of those things you said you were going to do last year but didn’t get round to. With…
Spring clean your finances
Spring is in the air. We are seeing lambs in the fields, colourful flowers blooming, and the sun if we’re lucky. Spring has also always been associated with having a…
New tax year – now is the time to do your Financial Planning
Many people leave their financial planning until the last minute, at the end of the tax year. Luckily, some providers remain open until midnight on 5th April each year and…
Buy to Let vs Investments
I have recently had a number of conversations with clients regarding the merits of investing their money verses purchasing a buy to let property. Buy to let properties are often…
When should I talk to a financial adviser?
In my previous blog, I looked at the types of saving, investment, pension and protection you may be considering when thinking about if you need a financial adviser. In this blog the…
Do I need financial advice?
If you have money to invest, you need to protect yourself or plan for the future, you may benefit from talking to a financial adviser. This will depend upon you,…
What is a Bond?
In this blog, I will look at “What is a Bond?” A Bond is just like any other form of investment. All investments whether it be a NISA, a pension,…
What is a General Investment Account (GIA)?
What is a GIA? A general investment account (GIA) is a “tax wrapper” with no overt tax advantages. A GIA is just like any other form of investment. All investments…
Investment, ISA, Savings, Tax
What is an ISA (including a little known fact)?
What is an ISA? An ISA or Individual Savings Account is a tax-efficient savings/investment vehicle. An ISA is just like any other form of investment with certain tax advantages. All…