Scams are becoming more sophisticated all the time and if your mind is on other concerns it’s easy to act in the moment. Many fraud campaigns rely on the victim feeling pressured, frightened or shocked to distract them from their usual rational thought …
It’s now 70 years since the first baby boomers emerged kicking and screaming. There’s no doubt that their arrival has had a profound influence on society – and certainly shaped the world we live in today. From the post-war gloom of the forties right th …
An update on the markets post the budget from our investment partners JM Finn. The march of the Right With Christmas approaching ever faster and the autumn statement now behind us, we might reasonably expect markets to become a little quieter. There’s …
A useful summary of our views on the budget As the dust begins to settle on Philip Hammond’s first (and last) Autumn Statement, the general consensus of opinion is that it was all a bit of an anti-climax. Perhaps that’s a good thing? After all, this ye …
An update on the markets post the budget from our investment partners JM Finn. The politics of Markets I can’t say the last of the autumn statements impressed me over much. Much of the important stuff was leaked in advance. And the expectation of an ec …
We explore how to use Financial Planning to understand when you can retire. Mike and Paula were 63 & 62 respectively when they first met with Gemma Williams, their Planner at UNIQ Family Wealth in May 2015. Mike really wanted to retire, but his current …
Trumped! What will the US Presidential result mean for investments? Our investment management company JM Finn provide the following commentary: This year has been full of surprises. Who seriously thought we would be heading out of Europe ahead of June …
