Save for the short term but invest a lump sum for the long term

Saving and investing often go hand in hand. Both are important, and the role they both play will depend on your time horizons. Saving is typically for shorter term goals whereby you build up lump sum savings for a specific reason or event. It could be an emergency fund for a rainy day or something … Read More

Lump sum and regular savings calculator

Whether you are considering investing a lump sum or saving a regular monthly amount, it is important to understand how much your investment may be worth if left to grow over a given period of time.  You can do this by using a lump sum and monthly savings calculator. By downloading a FREE Investment Proposal … Read More

What will you do with your lump sum pay out?

Have you received a lump sum payment recently? It could be a pension lump sum, a lump sum payout from work or you may even have been lucky enough to have won a lottery lump sum! Whatever your situation, if you have a lump sum to invest, there are countless lump sum investment options available. … Read More

Investing a lump sum

Whether you have accumulated cash over time, inherited a lump sum or even won the lottery, one thing is certain……if you have a lump sum to invest, you need to think carefully about what you do with it. The most important thing is to do something, because doing nothing, will simply mean your money is … Read More

Finding the right investment service for you

Does the phrase “you get what you pay for” apply to investment services? Absolutely. But what’s more important is paying for what you need. At one end of the spectrum you can take responsibility yourself and make all the decisions, and at the other end someone can do it all for you. And there are … Read More

Which type of saver are you?

Everyone has a different outlook when it comes to money. This might be shaped by your parents’ attitudes, your own past experiences, or perhaps your own lack of past experiences. But whatever the reasons are, and whatever your view, properly addressing your finances is something everyone needs to do. So, whether it’s gleefully tackled head … Read More

House prices and a changing family dynamic

Go to school, get a job, get married, buy a house, have children, retire. This classic timeline seems a little dated now and, well, it is. Times have changed and while this traditional pattern might still be accurate for some, it may not be the way of the future for everyone.  Taking time out to … Read More

Diversifying your portfolio: how to invest intelligently

A diversified portfolio is the investing equivalent of hedging your bets. Not putting all your eggs in one basket or not putting all your faith in one outcome. Diversifying your portfolio doesn’t make investing risk-free, but it certainly makes it less risky than it could be. The way in which you might diversify your portfolio … Read More

Online investment advice: turning complicated into simple

Any potential investor has a big decision to make. Do they pay an adviser to invest and manage their money for them, or do they try and do it all themselves? Similar to many decisions made in life, this one generally comes down to a few key points. What do I want? What do I … Read More

Tax free savings: Why investing in an ISA is a no-brainer

ISA’s don’t have to be complicated. But there is a little more to them than just putting your money in a cash ISA with your current account provider. While there’s so much advertising and discussion of ISA’s at this time of the year, it’s helpful to know the important points, in order to put yourself … Read More



Investment risk: Investment in the stock market is not a suitable place for short term money and you may not get back what you put in. All investment carries risk and it is important you understand this, if you are in any doubt about whether an investment is suitable for you, please contact us. Investment in the stock market and any income derived from it, may go down as well as up.

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