December 4, 2019
Can you talk to loved ones about wealth?
Successful professionals are often fully aware of the need to consider how best to pass…
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December 4, 2019
Taking a pragmatic approach will lead to a better investment experience
Persistently skilled fund managers are a very rare commodity, difficult to identify in advance and…
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September 17, 2019
What are the costly challenges of active investment management?
As you will have seen in numerous media reports, Neil Woodford – one of the…
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May 12, 2019
Costs really do matter – why high charges can impact your investment returns
Human beings are poorly wired to be good investors. We have many deep-seated biases and…
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October 9, 2018
Have you requested your annual statement from the NHS?
Now is the time to actively request your pension statement from the NHS Pensions Agency if you have not already received it. The ‘annual allowance’ limits the amount of tax-free…
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May 31, 2018
How to survive the inevitable falls
Investors have experienced very strong investment markets since the Credit Crisis a decade ago. Some…
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May 10, 2018
Will your CEA force a tax breach?
If you have recently received a Clinical Excellence Award you could discover that the reward…
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April 20, 2018
Look away from the screen
As doctors we might prescribe a healthy dose of TLC to cure all kinds of ills but too much attention in other areas is not always advantageous. Take houseplants, for…
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March 27, 2018
Mind the gender investment gap
While the media concentrates on the gender pay gap, recent research shows that women are…
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March 5, 2018
How much is enough?
This is a question we hear many times from clients when planning their future. In…
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