New Model Adviser article by William Robins. William Robins continues a series on his experience of the life planning process, this time tackling obstacles to saving. In my last session, my life planner was trying to establish my vision, the ‘V’ in the five-stage EVOKE process described by life planning guru George Kinder. I have [...]

Spain at the head of new eurozone concerns After a strong first quarter, share prices fell back during April amid renewed apprehension over the outlook for the eurozone and particularly Spain, which took centre-stage against a backdrop of fresh concerns over signs of increasing dependence on emergency bailout funds. Ratings agency Standard & Poor’s reduced [...]

Have you made sure your beneficiaries will be looked after? Estate planning should start early in life and is for everyone, not just the very wealthy. It is about ensuring control of your estate and planning ahead so there are no uncertainties about how it is managed in the future. Minimise the effect of tax [...]

The effects of ignoring the issue and failing to appreciate the value of protecting your family The latest Aviva Family Finances Report reveals that many UK families are putting luxuries ahead of protecting their loved ones financially. The report discovered that while 50 per cent of families are happy to pay for a satellite television [...]

No room for policy mistakes, says IMF Share prices rallied during the first quarter of 2012 amid hopes of a global economic recovery underpinned by renewed optimism the eurozone would avoid a collapse. Investors around the world were nervous early in the month as Greece approached the deadline to secure sufficient backing for its controversial [...]

The Chancellor unveiled a range of measures that left no doubt that the ‘age of austerity’ is not yet over – though thanks to a steady stream of pre-Budget announcements and leaks, Mr Osborne had little to offer in the way of surprises. For the vast majoirty of our clients the budget will have little [...]

Asian markets surge as sentiment picks up Investor sentiment showed signs of picking up during February, with many Asian markets performing particularly strongly during the month as investors drew confidence from better-than-expected factory production in Japan, encouraging jobs data from the US and signs of improving confidence in the eurozone. The Nikkei 225 index surged [...]

William Robins continues a series on his experience of the life planning process, this time tackling obstacles to saving In my last session, my life planner was trying to establish my vision, the ‘V’ in the five-stage EVOKE process described by life planning guru George Kinder. I have now undergone the third part of the [...]

Little room for complacency The new year began with many of the same overriding preoccupations that characterised 2011 although share prices were boosted during January amid rising optimism the global economy would manage to weather the worst effects of the eurozone’s ongoing sovereign debt crisis. Nevertheless, there appears to be little room for complacency. The [...]

                               Following on from our hugely successful and enlightening presentations last year, we are widening our circle of guests and would like to invite you to our first Discretionary Investment Management Presentation for 2012. We would like you to join us for lunch and an afternoon of insight into future investment direction. The structure of [...]