As our world becomes more interconnected, financial fraud has become a means of exploiting our vulnerabilities. The statistics paint a stark picture: in 2022, £1.2 billion was stolen, with a further £1.2 billion stopped by the banks (source: UK Finance).
Read MoreReaching retirement is a significant milestone, but navigating the world of pensions and taxes can be tricky. Fortunately, there are strategies that can help you keep more of your hard-earned money for what matters most; enjoying your retirement.
Read MoreIn 2023 UK investors navigated the choppy waters of market volatility fuelled by geopolitical tensions, soaring inflation, and tightening monetary policy, and with this comes the inevitable question: what can we expect from investing in 2024?
Read MoreEnvironmental, social, and governance (ESG) investing is a rapidly growing trend in the wealth management industry. ESG investors consider non-financial factors alongside the more traditional ones when making important investment decisions. These factors can include a company's environmental impact, its social responsibility practices, and its corporate governance structure.
Read MoreInflation can have both positive and negative effects on investments in the UK, it all depends on whether the trend is high inflation or low inflation. We have detailed some of the key impacts that inflation may have on your investments, and when you may want to think of contacting your financial advisor.
Read MoreThe crowding-out effect is when certain stocks dominate an index, potentially reducing diversification and investment opportunities. Simply put, you have little room for growth once you dominate your market. This point seems obvious when you think about it.
Read MoreWhen it comes to managing your finances, having a trusted advisor by your side can make all the difference. While there are many options available, working with a wealth manager who is Bristol based can offer unique benefits and advantages. A local wealth manager understands the nuances of the local market and can provide personalised advice tailored to your specific financial goals and needs. They also offer a level of accessibility and responsiveness that can be hard to find with larger wealth management businesses.
Read MoreYou may have noticed the term ‘Stealth Tax’ getting more of an airing across the press recently, especially so since Jeremy Hunt’s Autumn Statement back in November 2022. Keep an eye out again for more, over the next week, when we have the next Budget announcement (15th March 2023).
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