Monthly Archives: January 2016

Realising life-long ambitions

You now have more options than ever before to help you find a solution For many people, retirement now represents an opportunity to realise life-long ambitions, pursue new passions or help family members with their income needs. Since pensions freedoms, you now have more options than ever before to help… Read More»

Carrying out regular portfolio reviews

Make sure that any changes in your attitude to risk are accurately reflected It is important to carry out regular portfolio reviews to consider the suitability of your investments and to make sure that any changes in your attitude to risk are accurately reflected. Over time, your attitude to risk… Read More»

Socially responsible investing

Not sacrificing your life principles in exchange for chasing the best financial returns For investors concerned about global warming and other environmental issues, there are a plethora of ethical investments that cover a multitude of different strategies. The terms ‘ethical investment’ and ‘socially responsible investment’ (SRI) are often used interchangeably… Read More»

Investing for income

Safeguarding your money at a time of low interest rates How do you generate a reliable income when interest rates are stuck at all-time lows and the Bank of England’s quantitative easing policy of ‘printing’ money is squeezing yields on government bonds (gilts) and other investments? Investors today can still… Read More»

Offshore bonds

Utilising tax deferral benefits to minimise tax liabilities Finding the right offshore investments can be a key factor in making the most of your wealth, and it’s not only for the wealthiest of investors. With a few well-advised decisions, you could broaden your investment portfolio.