Understanding investment risk
Informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you...
Review your needs and goals
Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start. Consider your...
Establish financial and lifestyle goals
Gathering information and developing your strategy Evaluating your financial and lifestyle goals in greater depth is essential if you want to get a picture of your future responsibilities and aspirations. With a full understanding of your circumstances and priorities,...
Visualise your future
Reaching a state of complete financial well-being Financial well-being ultimately comes from achieving financial security and independence. When you’ve reached a state of financial well-being, you’ve got to a point where you have a sufficient level of income for your...
Job Opportunity: Independent Financial Advisor
Job Opportunity: Independent Financial Advisor Stuffy Suits and Ego to be left at the door! We aren’t your stereotypical, Mercedes-driving financial advisor firm (although if you have one that’s cool too!). We don’t wear suits – more like jeans...
No Maths degree needed!
There is no getting away from it. To create and manage wealth, you’ve got to keep an eye on things. Getting a load of numbers in front of you, even as an experienced professional or business owner, can be daunting to say the least. What does it all mean? What am I...
Self-employed finances
The number of people running their own businesses has soared in recent years, with a significant number being set up by someone aged over 50. But a high number of self-employed workers in the UK do not currently save into a pension. In light of recent events involving...
Protecting your wealth: identifying your investment objectives is a lifelong process
A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money...