December 2011
Pensions update
Implications of the Chancellor's Autumn 2011 Statement
MoreRules of investment - N.o. 6
25th July 2010
Don't get too attached.
When a holding performs particularly badly relative to its peers, it is time to consider cutting your losses and selling it. It could prove more profitable to sell and reinvest the proceeds elsewhere rather than sit back, hoping it will recoup your loss.
But very few do sell. Instead, they get attached, feel sorry for it, almost, and wait for it to get back on its feet. Remember, you don’t have to feel grateful - you need to review every holding with the same objectivity as you did when you first invested and, when it’s time to sell, do so with a clear conscience.
To speak to an IFA about your investment strategy, please use the contact details below.
Contact Details: Richard Eastwood
.(JavaScript must be enabled to view this email address)
0161 785 3500
December 2011
Pensions: Thinking of transferring your pension?
Whether you are looking for better fund performance and lower charges, or have changed jobs or been made redundant, it is important you first take expert advice.
MoreNovember 2011
New kid on the block: Junior ISAs
If you are a parent of an eligible child, you can now open a Junior ISA. If you are grandparent, relative or family friend you’ll be able to contribute.
MoreOctober 2011
Shareholder Protection
Life Insurance for Shareholder and Partnership Protection, plus FREE legal amendments to your existing Agreements, worth up to £1,500.
September 2011
Free financial review
A free consultation is available now. The first meeting at our offices is always without charge. One of our professional Independent Financial Advisers (IFAs) will advise you on the best savings, investments, retirement plan and future planning to deliver the lifestyle you desire now and in the future.
September 2011
A Guide to Diversification
Start on the road to building an investment portfolio with this free guide for you to download.