Investment scams are a rising concern, promising potential investors the allure of making a signiicant amount of money swiftly and effortlessly. These scams often involve minimal to no risk investments… Read More »Protecting Yourself From Investment Scams
As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal and business finances to ensure they are… Read More »Pre-Year-End Tax Planning
With the ever-evolving landscape of investment, it’s not hard to see why it might appear daunting. The investment world is equivalent to a living, breathing entity constantly evolving and changing. It’s a landscape that… Read More »Strategic Wealth Accumulation: A Path to Financial Independence
Transparency is the foundation of any strong relationship, which holds true regarding financial matters. It is easy to fall into the trap of assuming that you and your partner have similar financial habits and attitudes. STAY ON TRACK AND WORK TOGETHER Open conversations about finance can help set expectations, resolve issues, formulate a budgeting plan that suits… Read More »Managing Your Finances as a Couple
FCA Regulations under MIFID 2 dictate that all providers should write to investors when there is a 10% loss to your investment. This was only introduced a few years ago… Read More »Stock Market Update
Welcome to my first blog. I am hoping to raise awareness of various financial issues that are not always at the forefront of people’s minds. In my view ‘financial advice’… Read More »Talking Finance