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Smart Money November to December 2019

Link: Smart Money November to December 2019 (pdf) Welcome to our latest edition. Inside this issue, we look at a number of the topical financial planning stories making the news agenda. Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the …

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Financial Planning Today Article July 2019

(This Article Appeared on the FT Adviser Website on the 24 July 2019) Below is an Article about Portfolio Wealth Management’s Recent acquisition of Crescent Financial Financial Planner to make new acquisition Financial Planning firm Portfolio Financial Consultancy Ltd (PFC) is to acquire Crescent Financial. The move came after S&M Hughes Ltd (trading as Crescent …

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Square Mile

Our new Investment Research Partner – Square Mile

Square Mile is an investment research and fund ratings firm, dedicated to discovering the investment funds that they believe have the best prospects to make your money work hard to build you a secure future. The research team capability is recognised as one of the strongest, most knowledgeable, experienced and effective in the UK retail …

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Smart Money 2019

Smart Money March to April 2019

Link: Smart Money March to April 2019 (pdf) Welcome to our latest issue. Robert Kiyosaki, the American businessman and author of the best-selling book Rich Dad, Poor Dad, once remarked, ‘Making money is common sense. It’s not rocket science. But unfortunately, when it comes to money, common sense is uncommon.’ As we continue into 2019 …

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