Site Archives Investment

Enjoying a long and fulfilling retirement


Setting financial targets is the key
Your ability to enjoy a long and fulfilling retirement will depend largely upon how well you accumulate assets throughout your working life and what you do with them once you have retired.
We can work with you to develop a strategy and help you build up the funds you’ll need to [...]

Fund sectors


A guide to where your money is being invested
Unit trusts and open-ended investment companies (OEICs) are divided into different groups, or sectors by the Investment Management Association (IMA).
There are two broad categories, Income and Growth, and each sector within these groups is made up of funds that invest in similar assets, the same stock market [...]

Funds undermanagement


Best performance for a year
The Investment Management Association (IMA) in its Investment Fund Statistics (April 2008) report published on Wednesday 28 May 2008, showed after two extremely modest quarters, net retail sales bounced back in April to £1.5 billion, the best performance for a year. Property funds reversed recent outflows, recording positive flows of [...]

Let’s get ethical


Environmental and socially responsible investment
There are a number of questions that need to be answered before you can make an informed choose about what ethical or socially responsible investment fund (SRI) matches your profile. An ethical or SRI fund is one whereby the choice of investments is influenced by one or more social, environmental or [...]

Tax-efficient saving and investment


A quick guide to making more of your money
There are a number of ways investors can take advantage of tax-efficient saving and investing, here’s a quick guide to get you thinking about the possible options available to you!
Cash ISAs
Cash individual savings accounts (ISA) are basically ordinary savings accounts, but the interest you accumulate is [...]

Weathering the storm


When markets are turbulent, it is natural to be concerned about how your investments will be affected. Yet, with suitable long-term planning, short-term market volatility need not be a concern.

The summer of 2007 provided investors with a stark reminder of just how unpredictable stock markets can be, as the “credit crunch,” higher interest rates and [...]

Enterprise Investment Schemes


Helping smaller trading companies brings investor relief
The Enterprise Investment Scheme (EIS) is designed to help smaller higher-risk trading companies to raise finance by offering a range of tax reliefs to investors who purchase new shares in those companies.