Wimbledon's Leading Firm of Chartered Financial Planners

Invest in a system, not a legend

Pimco is not a household name in Europe, but is one of the biggest investment managers in the world. In the past year, two high-profile members of the investment and executive team have left the firm. These departures have contributed to investors pulling money from Pimco’s funds.  Investors withdrew $23.5bn from Pimco’s flagship bond fund. […]

10 New Year’s Resolutions for your Financial Planning

With recent reports from the Autumn Statement suggesting most of the UK economic indicators are moving in the right direction, it doesn’t mean we can suddenly afford to ignore our personal financial planning. So in the best traditions of New Year here are ten financial planning resolutions that will hopefully help make 2015 a prosperous […]

January Market Commentary

Traditionally, December is a ‘slow news’ month. Like August, the great and the good spend a large part of the month on holiday and world events supposedly move slowly, if at all. Not so in 2014 – There was the Autumn Statement in the UK, the tumbling world oil price, the gloom over the Eurozone, […]

New ‘Pensioner Bonds’ ready for January launch

Originally announced during The Chancellor’s Budget speech in March 2014, January 2015 will finally see the launch of the new so-called ‘pensioner bonds’. The rates for the bonds, announced only recently, will see them leading the bond marketplace, with the one-year bond offering 2.80% gross/AER and the three-year bond promising 4.00% gross/AER.   The bond’s […]