Ethical and sustainable investing are both popular and it’s useful to understand the difference between the two approaches. Investing in a responsible way is nothing new. It dates as far back as the 1700s, when religious groups such as the Quakers refused to support companies involved with the slave trade or other activities that conflicted […]
Use it or lose it
The current tax year ends on 5 April 2021, so now’s a good time to make sure your finances are in order and book an annual review with your financial adviser. We’ve taken a look at some of the main allowances you’ll need to bear in mind as you prepare for the end of the […]
Great expectations
With hopes rising about vaccines and the end of lockdowns, could we see a rise in inflation when the economy reopens? As vaccines continue to be deployed rapidly around much of the world, hopes are increasing about the global economic recovery. Many people expect there to be a strong rebound once coronavirus restrictions are lifted, […]
‘No matter how long the winter, spring is sure to follow’
As we entered the new year with further lockdowns and history making world events, the hope of spring hangs in the air, an enticing prospect, this year, more than ever. While we’re waiting for the green shoots of spring to emerge, why not use the time effectively by getting your finances in order before the […]
Plan for what is difficult while it is easy – Sun Tzu
We all know we need to save for retirement, don’t we? But we also know it’s not always that easy to find the spare cash required to do so, especially amid a global pandemic. Research studies, though, typically show that many retirees wish they’d saved on a more consistent basis and managed to accumulate a […]