Words From the se

By Nathan Sweeney - In 2022 we experienced one of the most challenging years for investors since the Global Financial Crisis. Investors and consumers have been in a fistfight with…

By Nathan Sweeney - “It goes without saying that markets have been challenging this year, but history tells us we may be closer to the end of the downturn than…

By Sam Brooks - What is the Lifetime Allowance (LTA)? The Lifetime Allowance was introduced on 6th April 2006 (A-Day) but has not remained at the same level (see graph below).…

By Sam Brooks – Private Client Adviser – W1 Investment Group Qatar There was a time when anyone with accrued benefits in a “traditional” Final Salary Pension scheme would have…

By Sam Brooks, Private Client Adviser If you have paid into several different pensions over the years and find it hard to stay on top of all the paperwork, you…

Nobody really likes paying fees for investment advice, but most of us accept that fees are a necessary part of successful investing. Generally, fees paid to a good financial adviser…

By Sam Brooks – Private Client Adviser. Investment bonds, also known as insurance bonds, are investments offered by insurance & investment companies and friendly societies. They have features similar to…

A look at some of the risks of retiring, and how to plan your finances to protect yourself Most people look forward to retiring one day. Being able to say…

In investing there are two broad strategies you can follow. You can try to time the market. That is, try to buy when a share or other asset class appears…