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Category: Uncategorised

Struggling to get things done in Lockdown? You’re not the only one…

Struggling to get things done in Lockdown?

“Life under Lockdown”. It sounds like a low-budget Netflix documentary about life in a US penitentiary but it’s a title used in many news and lifestyle articles at the moment.

These focus less …

Author simonPosted on 25th January 202119th June 2023Categories UncategorisedLeave a comment on Struggling to get things done in Lockdown? You’re not the only one…

Do your financial products need a freshen up in 2021?

For the final blog of the year, I was going to attempt to write about the highs, lows and humbling lessons learned from the last 12 months.

But to be honest, I wouldn’t know where to start. And who wants …

Author simonPosted on 30th December 202019th June 2023Categories UncategorisedLeave a comment on Do your financial products need a freshen up in 2021?

Five simple rules for successful investing

Planning for your financial future is never easy, but concerns about the current state of the economy and investment markets can make this even more challenging.

The value of your property, pension and investments (i.e. your future financial security) are …

Author simonPosted on 24th November 202019th June 2023Categories UncategorisedLeave a comment on Five simple rules for successful investing

Are interest rates going negative?

There’s been a lot of talk lately about the possibility of negative interest rates in the UK. This isn’t something that we’ve needed to contend with in the past, so what does it all mean?

 

What are negative interest …

Author simonPosted on 28th October 202019th June 2023Categories UncategorisedLeave a comment on Are interest rates going negative?

Clean up your tax strategy (before Rishi does it for you)

Clean up your tax strategy (before Rishi does it for you)

Rishi Sunak’s Autumn Budget was one of the most anticipated for some time; that was until last week when he took the unsurprising decision to postpone until early 2021.…

Author simonPosted on 30th September 202019th June 2023Categories UncategorisedLeave a comment on Clean up your tax strategy (before Rishi does it for you)

Heard the one about the Mexican Fisherman?

Heard the one about the Mexican Fisherman?

As challenging a year as 2020 has been, in the course of my work I’m seeing a marked shift in people’s outlook and what they want for their lives – spending so much …

Author simonPosted on 26th August 202019th June 2023Categories UncategorisedLeave a comment on Heard the one about the Mexican Fisherman?

Economy down, markets up?

Economy down, markets up?

A recurring conversation with clients and fund managers of late has been around the current relationship between the economy and the stock market.

Some find it hard to fathom that stock markets can experience positive weeks …

Author simonPosted on 25th June 202019th June 2023Categories UncategorisedLeave a comment on Economy down, markets up?

Are you following the science?

Are you following the science?

The expression “following the science” has become a bit of a tired old trope in recent months, but that shouldn’t detract from the fact that the scientific method has helped to enrich our lives.

In …

Author simonPosted on 27th May 202019th June 2023Categories UncategorisedLeave a comment on Are you following the science?

Plan for the best, prepare for the worst

Plan for the best, prepare for the worst

The extent to which people and businesses are being financially impacted right now reinforces just how important it is to plan for the best and prepare for the worst. This adage applies …

Author simonPosted on 14th April 202026th June 2023Categories UncategorisedLeave a comment on Plan for the best, prepare for the worst

Budget Statement 2020

The new Chancellor of the Exchequer, Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19) – this Budget he announced …

Author adminPosted on 13th March 202019th June 2023Categories UncategorisedLeave a comment on Budget Statement 2020

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