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 …
Coronavirus and the turbulence in the financial marketsRead More
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 …
Don’t panic…time in the market not timing the marketRead More
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 …
The rise of the machines – the future of financial planning?Read More
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 …
