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Invest now to provide for children’s financial future

Saving on behalf of your children or grandchildren is a wonderful gift which could make their future more financially secure. Not only can they start their adult lives with some funds in hand, but getting them involved early with saving and investing also helps them learn important lessons about money. To find out more about the different options available, please […]

Guide to Creating a Diverse Investment Portfolio

Welcome to our Guide to Creating a Diverse Investment Portfolio. ‘Don’t put all your eggs in the same basket’ is probably the best-known proverb advising investors about the importance of portfolio diversification to spread and reduce risk.

The major advantage of portfolio diversification is its ability to protect your entire portfolio from the volatility associated to various asset classes. In this […]

New ISA rules help you accumulate tax-efficient wealth

You can accumulate substantial amounts a personal capital in a tax-efficient way via an Individual Savings Account (ISA).
From 1st July, ISAs will become even more attractive and more flexible:-

All existing ISAs will become a simpler product called the New ISA (NISA).
Your NISA annual investment limit will be increased to £15,000.
You will be able to transfer your investments from a stocks […]