Month: May 2014

Markets have retained their more positive stance, despite little sign of any resolution in any of the world’s trouble spots. The FTSE 100 Share Index moved tantalisingly close to its all time high of more than 14 years ago, while sterling has also taken on a new lease of life, helped by continuing positive economic straws in the wind allowing a more confident view of the future to be taken. But profit taking does seem to set in as we get close to the hurdle of a new high.

Market comment 21st May 2014

Working with clients is, for us, an ongoing process. We frequently review your financial plan to make sure it’s still working for you, helping you to move towards your life goals. As part of our regular reviews, portfolio rebalancing is often a key part of ensuring that your investments are still working in exactly the way they should. But what is it, why can be it so good for your financial plan and how does it work? We’ve got the answers to all of those questions in our 90-second video below.

Self Invested Personal Pensions or SIPPs are a very common form of pension, with millions of people up and down the UK using them to save for their retirement. If you don’t currently have a SIPP then it’s likely that you’ll have questions about how they work and whether a SIPP might be suitable for you. Alternatively, if you are already the holder of a SIPP, it might be useful to learn a bit more about how your SIPP is currently working for your future. In our Guide to SIPPs, we’ve looked at how Self Invested Personal Pensions work, how they’ve changed over the years and how they could work for you now, if you’re looking at your options for saving for your retirement. You can download the guide simply by clicking here or on the image below.

We’re always looking for ways to improve our service to clients and part of that process means that we’re also always looking to collect your feedback on the work we do for you, revisiting how we go about completing your financial planning.

As part of this commitment, we have recently set up a page on the independent review website ‘Vouched For’, which caters specifically for the financial advice community.

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