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9th November 10
I’m privileged to see lse.co.uk’s inner sanctum, so thought I’d help you catch up on a few recent developments and improvements. Portfolio : A project to revise the Portfolio started in Septembe...
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Expert Blogs
Read our experts' opinions here. The writer's views are their own.
Is Spread Betting right for you?
1st November 10
I've just written a book on this subject because I wanted to answer the question: ‘Should investors, as well as traders, be Spread Betting?’ I think the answer is 'Yes'. It's a great tax-free way ...
Read MoreSatisfaction or Fairness?
12th October 10
We had a Financial Services Authority (FSA) ‘Treating Customers Fairly’ (TCF) telephone assessment today. The plethora of TLA’s (Three-Letter Abbreviations!) aside, it was an interesting experien...
Read MoreAdvice vs. Sales
1st October 10
I couldn’t help but have a wry smile at the ‘eminent Wealth Manager’ St.James’s Place (SJP) being dragged through a court tribunal, the gist of which concerned the title of this Blog. If the repr...
Read MoreNew Adviser food for thought
7th September 10
My company has just taken on its first new Independent Financial Adviser (IFA)...hurrah! One of the immediate knock-on benefits is that he came from a larger IFA Practice, thus they had more money ...
Read MoreDo you review?
1st September 10
At 6.45 a.m. today I enjoyed my weekly business networking fix...good venue, good weather, good company, and a good breakfast! Each week, each Member of the BNI Chapter has a 60-second slot in wh...
Read MoreNaked Trader's new book!
20th August 10
So, the book as a whole is more about the things that can go wrong! The biggest thing that can go wrong with spreadbetting? I reckon it must be placing a stop-loss in the wrong place. The mos...
Read MorePensions & the Self-employed
19th August 10
The Treasury are toying with the limits for Pension contributions. The current limit is £255,000 (2010/2011 tax year). This is known as the ‘ Annual Allowance ’. To contribute to this level, yo...
Read MoreVolatility is the word
16th August 10
If you are a serious investor, you may have heard of the following 4 terms that measure volatility/risk: Standard Deviation Standard Deviation is useful for two reasons: Firstly, because the mor...
Read MoreSavings & the effort to switch
4th August 10
With interest rates at a record...and seemingly immoveable...low level, what to do for the best? I, like anyone reading this, have one key (obvious) option...elbow grease. By this, I mean trawl th...
Read MoreA cautionary tale
28th July 10
One of my Clients died yesterday...on his 45th birthday. He left 3 daughters...all of school age. He insured himself a year earlier for over £¼M. A silver lining, then? Unfortunately, no. ...
Read MoreTreating Customers Fairly?
23rd July 10
My company is termed by the Financial Services Authority (FSA) as a ‘Small Business’. To this end, we possibly are not quite as high on their list of inspection priorities. That said, it always ...
Read MorePensions & Divorce
14th July 10
I received a visit last week from a lady who had recently divorced. I say recently, although it was 2 years ago... ...and she has not yet organised the destination for the half of her ex-Husband’s...
Read MoreReviews are the key to financial planning
7th July 10
I am visiting existing Clients at 7.30 tonight. They invested money 16 months ago; having risen by 31.8% in the interim (based on values I obtained on Monday). Wow! How good is that?! Well.....
Read MoreAnother perspective on the global financial woes
28th June 10
I couldn't help but share this with you... I sent an e-mail Newsletter update to my Clients and Associates earlier today, regarding the Emergency Budget and the implications therefrom. The names...
Read MoreBudget blues for Traders
24th June 10
Does the ‘Emergency Budget’ mean anything to Investors and Traders? Of course, that was my first selfish thought! The main thing is the rise to 28% in Capital Gains Tax (CGT). It means if ...
Read MoreThe place cash has in an Investment portfolio
23rd June 10
‘Cash is king’. Isn’t that what ‘they’ say? I believe this still holds good up to the point that, should you be investing money, there is a buffer behind you....to cater for the proverbial ‘rainy ...
Read MoreThe basics
15th June 10
How often do you invest time simply to ‘see what you have’ in financial terms? I recently advised a Client who, admittedly, had quite a few investment products. We undertook a full run-through of ...
Read MoreTwilight years & Pension woes?
9th June 10
The Annuity provider Partnership has released research (From ABI , Oxford Economics , and the Office for National Statistics figures) into the retirement prognosis for our current batch of over-...
Read MorePopular Expert Blogs
- 1A Look Forward into 2015
- 2Berkeley Group
- 3Hurricane, IGas...
- 4The Morning Shot
- 5With Icesave thawed, what next?
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