What is the ISA allowance for the 2013/14 tax year? (Have you used yours?) – £11,520 If a person was given all the gifts in the song “The Twelve days of Christmas”, how many gifts in total would they receive? – 364 What Christmas item was invented by London baker Tom Smith in 1847? – …
We are delighted to announce that we have been shortlisted for the Wales Adviser Firm of the Year award in the 2014 Professional Adviser Awards. http://www.ifaonline.co.uk/ifaonline/news/2316735/revealed-the-shortlist-for-the-professional-adviser-awards-2014?wt.mc_ev=click&WT.tsrc=Email&utm_term=&utm_content=Revealed%3A%20The%20shortlist%20for%20the%20Professional%20Adviser%20Awards%202014&utm_campaign=3%20Dec%202013%20%28PA%20Awards%29&utm_medium=Email&utm_source=Daily
Smart Money July and August 2013
1st January 2013 saw the introduction of one of the most significant changes to regulation in the financial services industry seen in recent decades. The Retail Distribution Review (RDR), conducted and implemented by the Financial Services Authority meant that financial advisory firms had to provide far greater transparency in respect of their charges and the services …
Where is your Financial Advisor? Over recent months a number of leading financial advisory companies have reduced or completely withdrawn their face-to-face advisory services, abandoning their clients at a time when they might especially need assistance. Some investors may still be unaware that they are affected by this change in stance. This is an indirect …
Risk is Unavoidable Risk is unavoidable. At Portfolio Financial Consultancy Ltd we believe the key to successful investment is managing risk. Cash and property have always been thought of as ‘secure’, but holding cash balances leads to inflationary risk, and investment in property leads to liquidity and market risks. These risks are often beyond …
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