So markets around the world all experienced gains over the last couple of days. Take the FTSE100 as an example on Monday 23rd March this opened at around the 4,900 mark, and by close on Wednesday 25th March the FTSE 100 ended at just short of 5,700 – over 10% increase. The below graph highlights t …
It’s easy for you to say that
It’s easy for us to say ‘don’t panic’ and ‘don’t worry’ when actually you might be panicking like mad! We get it… the only truth we can agree on is that none of us knows what the future holds. However, let’s use the past to predict the future – even if the FCA encourages us not to… Here are fou …
Coronavirus and the turbulence in the financial markets
Following the current turbulence in the financial markets, and in particular this morning’s fall, we want to reassure you that however unsettling it might feel, it is important not to over react, even if there are further falls. Every time we see you, whatever the state of the markets we always e …
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Don’t panic…time in the market not timing the market
With global equity markets taking a significant hit this week in light of the spread of COVID-19 beyond China, we wanted to take a look at the historical impact of previous pandemics on global investment markets. The chart below (from Alpine Macros and Charles Schwab) details the impact of …
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The rise of the machines – the future of financial planning?
There’s no doubt that the advancement of technology has been a huge boost for many industries, shaking up everything from how we consume content to the way in which we unlock our cars. Despite what some may say, the wealth management industry is no different. The rise of so called “Robo advice” i …
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What is lifetime financial management?
Most people, by the time they are in their 50s, have a broken jigsaw of financial products – an ISA, a mortgage, an old company pension or two and possibly some life cover. But this hodgepodge of products does not equal peace of mind. The bits and pieces of the financial jigsaw have not been p …