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Investments and Wealth Management

8th March 2021

Should I Be Worried About Inflation?

In the wake of the Covid19 pandemic, inflation has been fairly flat over the last year. But economic activity is starting to pick up again, with strong rebounds predicted for the coming 12 months.

7th February 2021

NS&I Premium Bonds: Are They a Good Investment?

With interest rates at an all-time low and the economy uncertain, many investors are looking for a stable investment option. National Savings and Investments (NS&I) offer a range of accounts with different features, interest rates and tax treatments.

24th November 2020

How Might the US Election Impact Your Investments?

Voters have turned out in record numbers and there are clearly strong feelings on both sides. As with any world event, there will be an impact on the economy, and as a result, financial markets. But how is this election likely...

24th November 2020

What is ESG Investing and Why Should You Consider it for Your Portfolio?

Ethical investing has been around for many years, but has not always been considered mainstream. Most investment companies offered one or two ‘ethical’ options, which were generally equity-based rather than covering a range of risk appetites...

1st May 2020

The COVID-19 pandemic

The spread of COVID-19 has changed the outlook for everyone. It’s a worrying time for everyone looking to safeguard livelihoods and financial futures.

26th March 2020

Our offices may be closed, but you can still contact us

In what continue to be challenging, unique and unprecedented times our offices are now both closed following Monday evening's announcement by the Prime Minister. Our team are now working almost entirely from home to support our clients

18th March 2020

Covid-19 and our services

In light of the latest advice issued by the government on Monday 16th March, we have issued the following statement:

15th January 2020

Simplifying the inheritance tax rules

Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning

16th December 2019

Planning ahead for income in retirement

One of the best tools for looking at the future is using long-term cash ﬂow planning to project expenditure and the income needed to meet it in retirement

19th November 2019

Taking a long-term view with investments?

Brexit and tensions in various parts of the world have unsurprisingly all made private investors have become more nervous about long term investments.

21st October 2019

Never under-estimate the value of investment advice

The recent failure of a promoter of high return investments was a reminder of the dangers of being lured by headline numbers alone.

7th October 2019

Are you making wise Investment decisions?

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this period. Our team are now working safely from home but with video, email and telephone communication, we will continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. Clients may contact us through reception, email or mobile phones. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com