Investments
November 25, 2019

Business Sale: How Should I Invest the Proceeds? 3>

Selling a business which you have spent many years building is a huge decision. Not only are there significant emotions to process as you “let go of your baby”, there are also huge tax and…
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Investments
November 25, 2019

Investing for Income: A Short Guide 3>

Everyone’s financial goals are different. For many people (e.g. lots of people approaching retirement) their investment strategy might be primarily geared towards wealth preservation, perhaps to insulate their capital from market shocks as they prepare…
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independent financial advisor in Lincoln discusses savings
Investments
September 16, 2019

Do You Want To “Go Green” With Your Investments? 3>

Environmental issues certainly seem to have come more to the fore in public discussion and consciousness in 2019. David Attenborough’s “Climate Change: The Facts” has had a big impact on raising the issue, as have…
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Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln
Investments
August 12, 2019

Asset Allocation: An Illustration from Warfare 3>

If you had to describe investing, assets or “asset allocation” to someone, which metaphors or illustrations would you use to describe them, and show why they’re important? One illustration some of our financial advisers in…
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Investments
November 1, 2018

A Quick, Easy Guide to Investing in Fixed Interest Securities (“Bonds”) 3>

As Independent Financial Advisers (IFAs) in Lincoln, we have seen hundreds of client portfolios in our time. For the vast majority of them, bonds have been an important part of their investment mix. In this…
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independent financial advisor in Lincoln discusses savings
Investments
September 25, 2018

How To Re-balance An Investment Portfolio 3>

“Set it and forget it” often does not work when it comes to investing. As established Chartered IFAs in Lincoln, we know all too well that, inevitably, you need to regularly visit your investments and…
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Investments
July 31, 2018

How To Weather Investment Storms: 8 Quick, Easy Tips 3>

This article is for information purposes only, and should not be regarded as financial advice. With investments, your capital is always at risk. The value of your investment can go down as well as up,…
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A tower of coins, illustrating precariousness in financial planning without the help of a qualified IFA in Newark or elsewhere
Investments
May 25, 2018

4 Little-Known Tips To Counter Your Investment Biases 3>

In our last article, we talked about how easy it is for human beings to make irrational investment decisions - often based on fear, misinformation or raw panic. As financial advisers, the basic argument we…
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Stones on the beach, illustrating choice and variety in investment choices when discussing plans with a financial adviser in Nottingham
Investments
May 15, 2018

The Big Secret Behind Your Poor Investment Decisions 3>

All of us make illogical and irrational decisions. It’s part of being human. This can however, have big negative consequences in our personal lives. Moreover, this nonsensical tendency can also creep into our finances -…
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Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln
Investments
April 26, 2018

Pound Cost Ravaging 3>

With annuity rates low, many retirees avoid or delay annuity purchase. Instead they seek to live off the investments within their pensions. If you are in this situation, even if you are comfortable to continue…
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