Wimbledon's Leading Firm of Chartered Financial Planners

February Market Commentary

The first month of 2018 was a good one for the major stock markets which we cover in this Bulletin. We report on 12 markets and 11 of them made gains in January – in some cases, spectacular gains, which many investors would regard as more than adequate for a full year. But sitting alone […]

The topics you need to be talking about with your parents

Talking about money with your parents can be difficult. However, these conversations can also be some of the most important ones you will have with those you love. It doesn’t need to be a full examination of their financial records, as you clearly don’t want to overstep any boundaries or cause offence. But there are […]

Time in the market, not timing the markets

With markets around the world continuing to prove unpredictable as momentous financial and political events continue to unfold, it’s perhaps not a surprise that investors are increasingly concerned about when the ‘best time’ for them to invest might be. Many of these people will decide to hold off on making an investment, choosing to keep […]

Trips promising an experience for 2018

‘We are living in a material world, and I am a material girl’. So sang Madonna in her famous pop ode to owning things in 1984. But just as Madge’s song is now well over thirty years old (yes, really), so is the sentiment that you need to fill your life with stuff in order […]