Wimbledon's Leading Firm of Chartered Financial Planners

Who’d predict the oil price?

The price of crude oil has fallen around 40 per cent since a recent peak in June this year. This has a profound effect on economies and markets around the world as the cost of manufacturing and transporting goods falls along with oil producers’ income and the currencies of oil-rich countries. The theory goes that […]

Jingle Bells, Money Tales

With Christmas approaching I wanted to try and relate something in the world of finance to the festivities of the season.  I thought I would give you an alternative present list.  What follows is a list of Christmas presents based around finance/money which would make a lovely present for anyone.  When I say anyone – […]

December Market Commentary

  November saw the G20 group of world leaders meeting in Canberra. The summit was notable for the new sport invented by the great and good: a bizarre game of musical chairs in order to avoid being photographed sitting next to Vladimir Putin! Not to be outdone in the social pariah stakes, David Cameron turned […]

The importance of understanding investment risk in financial planning

Many people have successfully made substantial fortunes from investing over the years, in various ways and styles, using many different methods. They would have had one thing in common: a fixation on the management of their downside risk. Risk is inherent within the investment structure. “It comes with the territory” – to achieve a return […]

Report reveals vast disparity between the sexes retirement finances

Recent research from MGM Advantage, the retirement income specialist, reveals alarming disparities between the retirement finances of men and women. Although, on average, people in retirement feel that they need an additional £130 per week on top of their current income to be financially comfortable, women’s financial position in retirement is already more austere than […]

Pensions in 2015: a brief update on what to look out for

2014 was a momentous year for pensions. Changes around how pensions could be drawn at retirement and how death taxes on pensions would be improved were both announced in the year, with the intention that all these new rules will be in place by the end of April 2015. For a pension saver, the landscape […]