Seven ways to keep your money safe at Christmas
You may have done your Christmas shopping and wrapped your presents, but the time after Christmas is one of the busiest for shopping – both
Philip Wise
December 21, 2023
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The lure of investment alchemy – timing the market
In a perfect world, it would be wonderful if you could buy your investments when they were at a low point, then sell them again
Philip Wise
December 4, 2023
Autumn Statement Echoes: A Poetic Summary
In Autumn’s fold, the Chancellor spoke, With words that stirred the common folk. A wage hike like a rising tide, From £10.42, it takes a
Philip Wise
November 22, 2023
What if cash were the only investment allowed for your retirement?
In the last year or two, cash and mainstream shares have produced better returns than other asset classes, and this has led many investors to
Philip Wise
November 21, 2023
Strong Foundations or Unsteady Ground?
Over the last year, shares from global, developed markets have produced a good return for investors; many have been surprised to see that returns have
Philip Wise
November 8, 2023
Submerging Markets?
Over the last year, shares from global, developed markets have produced a good return for investors; many have been surprised to see that returns have
Philip Wise
October 31, 2023
Gilts – a reliable friend or a drunken embarrassment?
Over the last twelve months, we’ve enjoyed good returns from mainstream shares – over the 12 months to 20th October 2023, the FTSE World Index
Philip Wise
October 25, 2023
How many shares should you have in your portfolio?
Everyone “knows” you should have a diversified share portfolio. What other kind of portfolio would you want? How many holdings do you need to achieve
Philip Wise
October 9, 2023
Should you pay for Private Medical Insurance?
In recent years, it’s fair to say that the NHS has become less reliable and we have found that an increasing number of our clients
Philip Wise
October 2, 2023
Avoid having your house ‘stolen’
I came across an interesting article recently, which I thought would be useful to share. It includes some practical advice about how to keep your
Philip Wise
September 25, 2023