Is your pension in a ‘lifestyling’ arrangement?
I just came across an early version of a factsheet that I wrote for clients post the ’08 crash, warning clients against going into gilts at low yields. By way…
Neil’s Blog
Comments on the Regulation of Digital Assets
According to its press release, on 8 June 2023 the UK’s Financial Conduct Authority announced, ‘tough new rules for marketing cryptoassets.’ The following day I attended a meeting of the…
Don’t Dash to Cash
Investing is all about finding the most appropriate balance of risk and return, not just for an asset but also at the portfolio level. Risk is hard to quantify but,…
Don’t Get Stung: How Frauds Work and How To Avoid Being a Victim
If you are stung and become a victim of fraud, you probably won’t get your money back. An Independent Financial Adviser who’s a member of an advisers’ social media group…
Neil’s Letter to Investors
25 February 2022 Russia and Ukraine I am writing to all our investors concerning the Russian invasion of Ukraine. As I write, the FTSE 100 and the Euro Stoxx Indices…
Investing in Your Future via Pensions
If you are employed in somebody else’s business then they are very likely obliged to offer you an auto-enrolment workplace pension. You should almost certainly take advantage of the offer. …
