Tags » Financial Adviser

Don't Be Distracted by Shiny Objects When Choosing Investments

My mother-in-law is a very thoughtful person.  She knows how much I miss talking about investments on a daily basis, so she makes an effort to forward to me all the interesting investment articles she reads.  644 more words

Bank of America says it’s not worried about losing its customers to robots

Bank of America says it’s not too worried about people turning their back on human financial advisers in favor of “robo advisers” that use computer models to put customer investments on autopilot. 276 more words

Summer or the Lull Before the Storm? #GE2015

In the UK the sun is shining, the FTSE rising and inflation is at rock bottom, reason for Britons everywhere to be cheery. BUT are we about to enter the midst of a storm? 555 more words

Financial Adviser

The New Help to Buy ISA - Windsor

During the 2015 Budget announcement, the Chancellor, George Osborne revealed a new type of ISA, to be made available to the public in the Autumn of this year. 531 more words

Windsor IFA

Epic Formula for Financial Independence

This post is inspired by one of the personal finance topics I discussed during a recent meeting with financial journalist and author, Maya Fisher-French. 567 more words

Frankly Speaking

The Great Pension Revival

Pensions have become sexy. They are the talk of the town and with all their new freedoms, so they should be. Gone are the days of being restricted to purchasing an annual income with your pension pot; the new dawn brings an array of options and flexibility. 546 more words

Financial Adviser

Celebrate Life: Happy Easter: Be Safe

At this time, when most are taking a long weekend off, please remember to be safe on the roads and wherever you are travelling, let us all celebrate those closest and dearest to us and take this time to celebrate life, together. 120 more words

Financial Adviser