Journal

How will Brexit affect your investments?

I don’t know about you but the the inevitable barrage of Brexit opinion, speculation and political opportunism we’ll witness over the next nine weeks possibly frightens me more than the issue itself! I’ve been asked by a number of clients how market reactions to Brexit might affect their investments …

What does the 2016 Budget mean for you?

George Osborne presented us with a few little surprises in this week’s budget. These were pretty positive on the whole, particularly from a personal tax and financial planning perspective…but as ever, the devil will no doubt be in the detail. This initial briefing highlights the main areas that will impact you from …

Is it the right time to invest in markets?

Many investors are asking whether now is the right time to wade into markets. This is a fair question given the levels of volatility we’ve seen since the turn of the year. The FTSE 100 index, a useful indicator of equity market conditions, has fallen by around 15% over the last …

Price is what you pay, Value is what you get?

The world’s most famous investor, Warren Buffett (pictured) has coined many a catchphrase in his time, but “price is what you pay, value is what you get” is one of the most well-known. Big and more costly – better results? I was reminded of these sentiments when I was recently …

Weddings, Worry & Money

People and money are odd bedfellows. I’ve advised investors for over 15 years but remain fascinated by the often curious relationship we have with our finances. Wedding Encounter My wife and I recently made the short trip from Wimbledon, South West London to Surrey for a friend’s wedding and we both …
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