Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …
The following update from JM Finn, our investment managers, sets out how they select their ESG funds. What is ESG? Environmental, Social and (Corporate) Governance Criteria refers to the three central factors in measuring the sustainability and ethical …
Six months on, furlough is coming to an end, but the pandemic isn’t, not yet anyway. Chancellor Rishi Sunak’s 24 September statement sets out the government’s new approach to protecting businesses and employment over the next six months, with a series …
The advances made in technology and medicine over in recent history has vastly expanded the life expectancy of our generation. Whilst this is a very welcome fact for many, and one which emphasises the need for a plan which extends far into your future, …
Retirement is possibly one of the most disruptive and life-changing events that can happen to us in our lifetimes. We spend our long working life saving and budgeting for this major turning point. There is a widely-held belief that most people work tow …
BP, one of the income paying stalwarts of the FTSE 100, has announced it is halving its payout to shareholders as a consequence of the fall in the oil price. This news reinforces the comments I made two weeks ago that dividends are under threat. Oil na …
The health benefits of following a Mediterranean diet are not news to us – the concept has been around for years and it’s easy to adopt. However, while you may have a vague sense that this is a healthier way of life, perhaps you don’t know exactly what …
