“How can I make smarter investment decisions?”
4 Key probabilities for investment success
This blog has been written by our third party investment consultants, Albion Strategic Consulting.
Understanding the 26.5% Marginal Corporation Tax Rate for SMEs
Recent changes in the UK tax regime, particularly in corporation tax rates, can have significant implications for your business if your profits fall within certain thresholds.
“What is a good investment return?”
As your adviser, part of our role is to stress test your financial plan – using what we understand about markets - to ensure that your ability to achieve your financial goals is built on reasonable expectations.
This blog has been written by our third party investment consultants, Albion Strategic Consulting.
Why investing is simple, but not easy
This blog has been written by our third party investment consultants, Albion Strategic Consulting.
Frequently Asked Questions About Financial Advice
Our expert team is here to guide you through the complexities of financial planning, pension advice, and investments. Here are some frequently asked questions to help you get started on your journey to financial security.
“How much do I need to save in my pension to retire at 60?”
According to the Institute for Fiscal Studies (IFS), around 1 in 5 of the UK population retires by the age of 60 – what are things to consider?
Politics and portfolios
2024 is the year of the election with over 64 happening in various countries around the world covering around 50% of the world’s population!
This blog has been written by our third party investment consultants, Albion Strategic Consulting.
Money Marketing Magazine - December 2023
SJP and the unintended consequences of well-meaning regulation
FT Adviser - October 2023
Interview with FT Adviser, including profile and discussion around approach to ESG investing
3 books on the Philosophy of Money
Philosophy has long explored fundamental questions about the human condition and our quest for meaning. Unsurprisingly, these enquiries have occasionally veered into the realm of personal finance.
The Unexpected Career Paths of Kafka, T.S. Eliot, and Scott Fitzgerald
When we think of great literary figures, we often imagine them as artists, poets, or academics. However, many celebrated authors actually started their careers in finance.
How too little investment risk can harm your finances
Are you taking too little investment risk? It could mean that your portfolio isn’t delivering the returns it could be.
Money Marketing Magazine - September 2022
The days of sales-driven financial advice are numbered.
The importance of remaining invested
No one can predict the future. But during times of economic/political uncertainty, it is important to remember why you invested in the first place, control your emotions, and understand that diversification and remaining invested can help to improve your chances of making a positive return.
Thousands sleepwalking into the pension lifetime allowance tax trap
The number of people exceeding the pension lifetime allowance is on the rise. It could mean you face an unexpected tax bill when you access your pension. Find out more here >
“Will rising inflation affect my retirement?”
If you’re retired, understanding how inflation will affect your income now and in the future is important. Find out what steps you can take to improve your long-term financial security here.
Money Marketing Magazine - March 2022
Cashflow modelling boom is an accident waiting to happen