Category Archives: Investments

Pension planning – a few things to consider

Pension planning - a few things to consider

Pension Awareness Week is back and this year it’s celebrating 10 years of making a positive difference. Now is the time to get to know your pension better than ever and prepare for the future you want. Our financial planning team Robson Laidler Wealth are on hand to guide and steer […]

How To Attract Investors

How To Attract Investors

Why might a business need to get investors on board? Well, investment is the lifeblood of a growing business. A lot, if not the majority, of businesses source investment funds internally from own their working capital. This is generally a longer-term strategy, which established businesses have the luxury of employing. […]

Financial Market Volatility

Graph to show stock market

It is difficult to listen to news headlines these days without feeling some anxiety about the effect on your financial investments.  Unfortunately, the news rarely adopts a positive tone when reporting anything let alone finance.   The past few years have undoubtedly witnessed some major events, including Brexit, Donald Trump, […]

How To Fund A Start Up

How to fund a start up

“Start Up” is an evocative word, which usually suggests San Francisco style tech companies with an electric scooter and a coffee obsession. However, the pandemic saw a dramatic increase in the number of new businesses being launched, as individuals started to take up a side hustle or monetise a long-held […]

High earning NHS workers could face huge pension tax bills

High earning NHS workers could face huge pension tax bills

High earning NHS workers, including GPs and practice manager partners, could face a £33,000 tax bill due to the way inflation is applied to their pension. The Government has rejected a call from the Association of Independent Specialist Medical Accountants (AISMA) to repeat the 2019/20 compensation scheme, which protected NHS […]

Am I invested in Russia?

Russian Investments

A very good question a few of our clients have been asking recently is; “Am I invested in Russia?” You may be aware that we provide both our mainstream and ESG (you might call them ethical) portfolios.  The former takes a low cost market approach and the latter has been […]

Ukraine and your long term financial plans

Ukraine

Right now it’s very hard to watch the news and see the suffering that is taking place in Ukraine. As wealth managers, we feel it is important to let you know our thoughts on what is going on in the financial market. For some of you the impact of the […]

The Autumn Budget Changes to Pensions

The Autumn Budget Changes to Pensions

If you have a UK pension then you may need to be aware of three important changes that were announced in the recent Autumn Budget:   No 1.  The change to the age that you can take an income from an invested pension. We’ve been mentioning this to our clients […]

Investor anxiety at an all-time high

Investor anxiety

The following article from Dimensional is food for thought about investor behaviour as global equity markets are at or near all-time highs:   KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.   But […]

Good Money Week 2021 – What is a ‘good’ investment?

Good Money Week

It’s Good Money Week this week, so you may be asking, “What does ‘good’ mean for my investments?” Great question and one we’ve been chatting to our existing and new clients about for a few years’ now and why we developed some alternative portfolios to take specific client values into […]