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Please see below for a range of useful blog posts, resources and latest news stories which may be of interest to you.

Videos

1 Jul 2019

Pensions Advice and Retirement Planning

Posted by - Glen Callow

3 Jun 2019

Independent Financial Advice and Financial Planning

Posted by - Glen Callow

3 Jun 2019

Company Owners

Posted by - Glen Callow

Resources

28 Nov 2019

2019 Q4 Quarterly Market Outlook

Posted by - Glen Callow

Investors have scarcely been able to turn on their television sets or look at their phones in recent weeks without being presented with some pressing issue which seems to merit their attention. A flood of headlines have appeared seemingly all at once: the protests in Hong Kong; the air strikes on a major Saudi oil facility; and the first incipient moves to impeach President Trump. All that and more on top, of course, of the two issues which never seem to get resolved: the US-China trade war and the unending Brexit saga.

9 Oct 2019

Taking an Income at Retirement

Posted by - Glen Callow

There comes a time when you stop working for your money and put your money to work for you. For most people, that is retirement. The decisions you make then could have repercussions for the rest of your life, and in recent years there have been some major changes to the retirement choices you can make with your pensions.

9 Oct 2019

Saving For Retirement

Posted by - Glen Callow

Retirement is something most of us look forward to particularly on a Monday morning. However, those thoughts are often little more than a whimsical cocktail of not having to work and prolonged holidays. The reality could be rather different, particularly if your retirement date is some way off.

18 Sep 2019

Introduction to Prime Wealth

Posted by - Glen Callow

Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs.

22 May 2019

Business Succession Planning

Posted by - Glen Callow

If you are a business owner, business succession planning and insurance is important. It is simply the process of planning for what you want to happen if you (or your co-owner, if you have one) were to die or fall seriously ill. If this happens, family and business partners can be left in a complex situation. In some instances, the business ends up in the wrong hands, in others the business can fail. These issues apply to sole traders, partners and shareholders in limited companies, and all of this can be avoided with some sensible succession planning.

22 May 2019

Financial Protection for You and Your Family

Posted by - Glen Callow

Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row. Everything else rests upon this bottom layer and, should the worst happen and your income stop, the whole house can come tumbling down. Life and health insurance protection underpins most good financial planning. These types of insurance can ensure that, if the worst should happen, the right amount of money will reach the right hands at the right time.

Latest News

18 Mar 2020

The Global Financial Crisis was a balance sheet recession

Posted by - Aditya Khowala (Portfolio Manager at Fidelity)

However bad this crisis is, it is not the Global Financial Crisis. The GFC was a balance sheet recession triggered by a collapsing housing s...

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3 Feb 2020

LISA left standing

Posted by - Glen Callow

The Lifetime ISA is now on its own as the ISA option for first time buyers.At the start of December, the Help-to-Buy ISA was withdrawn for n...

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3 Feb 2020

Life expectancy shortens…or does it?

Posted by - Glen Callow

New calculations from the Office for National Statistics have lowered life expectancies.Source: ONSEvery two years, the Office for National ...

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3 Feb 2020

New government, new Budget prospects

Posted by - Glen Callow

How will the new government affect your financial planning?December’s general election delivered a Conservative government with the sort o...

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3 Feb 2020

Venture capital trusts continue to attract investors

Posted by - Glen Callow

The latest statistics from HMRC show the inflows to venture capital trusts (VCTs) have more than doubled since 2009/10. Source: HMRCAt the ...

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