February Market Commentary

Category: Uncategorized

January opened with the USA economy – if not the whole world – having been saved from tumbling over the Fiscal Cliff thanks to a last minute deal between Barack Obama and the US Congress.

 

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Foreign Exchange transactions

Category: Uncategorized

We are pleased to announce that after many requests from our clients, we are now able to offer a foreign exchange facility. We have partnered with FTT Global, who are able to offer our clients the facility to transact international foreign currency exchange using state of the art technology.

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How successful is the amateur investor?

Category: Uncategorized

A minority of off-course punters who regularly put bets on race-horses make a living doing this, and some are very good at it. A report from the United States suggests that similarly in the field of investing in stocks and shares, there is evidence that a few amateur investors make a profit regularly.

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Financial planning in your twenties, thirties and forties

Category: Uncategorized

This is the first of two articles where we look at ‘financial planning through the decades:’ how your financial planning needs change through the various stages of your life.

Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on the right path to a well-planned and prosperous financial future.

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UK inflation at the end of December 2012

Category: Uncategorized

The latest figures from the Office of National Statistics (ONS) show that the headline rate of inflation remained unchanged for the third month in a row. The Consumer Prices Index (CPI) showed that prices increased by 2.7% in the year ending December 2012, this is the same annual rate as was seen in the previous two months and continues the trend of, broadly, flat inflation that has been seen since Spring 2012.

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How to make your child a millionaire

Category: Uncategorized

”How to make your child a millionaire – through regular investing and using perfectly legitimate tax dodges’’ – the headline of a recent article in the Daily Mail.

Reading this article also makes it clear that we need to be well off to achieve this aim, and even more so, if we have more than one child. However, the article does usefully remind us of three basic ways by which we can deliver more modest nest eggs for our children, tailored to our means, if we start early (as soon as they are born).

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