Category Archives: Savings & Investments

Topical news & articles regarding the savings and investment market for both individual and corporate investors

Individual-saving-account-isa
Additional Permitted Subscription: The Lesser Known ISA

Cash ISAs, Stocks and Shares (S&S) ISAs, Junior ISAs (JISAs), they are all reasonably well [...]

24
Jul
saving-for-the-rainy-day
Saving For ‘The’ Rainy Day

The current pandemic will change the future. We’ve no doubt all heard that phrase during [...]

23
Jul
baby
Financial Planning Issues Of A Falling Fertility Rate

The BBC website has published an interesting article on the findings of recent research by [...]

17
Jul
Stock Market Volatility

Although a stock market correction has been long forecast and well overdue some may argue, [...]

07
Feb
An Old Chestnut

Don’t forget that the Individual Savings Account (ISA) limit is £20,000 for tax year 17/18 [...]

30
Jan
FTSE 100 Soothsaying

It is always a lottery forecasting how the FTSE 100 is going to perform, after [...]

03
Jan
Neil Woodford’s Equity Income Fund
Neil Woodford’s Equity Income Fund

Many individuals as well as financial institutions will be invested in Neil Woodford’s Equity Income [...]

13
Oct
Cash Is Still King For ISAs…But Why
Cash Is Still King For ISAs…But Why?

The ISA season will soon be under way with financial institutions falling over themselves to [...]

06
Jan
A View On UK Equities
A View On UK Equities

An article by a leading fund manager on the prospects for UK equities which may [...]

04
Oct
Property Fund Update
Property Fund Update

Things seem to be stabilising in the property market after the post-Brexit ‘hoo-ha’ which saw [...]

12
Sep
Spot the Dog
Spot The Dog

A significant part of our role as financial advisers is to review our clients portfolios [...]

08
Aug
Property Fund Suspensions
Property Fund Suspensions

Due to exceptional market conditions following the Brexit vote, many UK property funds have been [...]

11
Jul
FTSE 100 – 10,000 Is Closer Than You Think
FTSE 100 – 10,000 Is Closer Than You Think

Below is an article reproduced from the investor website fool.co.uk which gives an interesting take [...]

28
Apr
Be Greedy When Others Are Fearful - Investment Planning
Be Greedy When Others Are Fearful – Investment Planning

The famous investor and philanthropist Warren Buffet (he of the $61 billion fortune) was once [...]

10
Feb
Deposit Protection Cut
Deposit Protection Cut

Something you may have missed:- On 3rd July the Prudential Regulatory Authority cut the level [...]

05
Aug
Are Pensions The New ISAs
Are Pensions The New ISAs?

On the 6th April 2015, we will see the introduction of the new rules governing [...]

21
Jan
Beware Of The Financial Soothsayers
Beware Of The Financial Soothsayers

Happy New Year to all our clients! This time of the year resolutions abound until [...]

12
Jan
A perfect storm - stock market news
A Perfect Storm

A perfect storm – I came across recently this description of the turmoil that the [...]

17
Oct
Increased Freedom & Flexibility for ISA Investors
Increased Freedom & Flexibility for ISA Investors

On 19th March 2014, Chancellor George Osborne announced in his Budget a series of changes [...]

30
Jun
Individual Savings Account (ISA) Allowance
Individual Savings Account (ISA) Allowance – Use It or Lose It!

It’s an old chestnut but don’t lose your Individual Savings Account (ISA) allowance for 2013 [...]

10
Mar