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Category Archives: Investments

2016 in review

Investments, Market Commentary, News

We’re well into the new year now and after President Trump’s inauguration on Friday past I thought it might be useful to reflect on the past year. In 2016, the UK market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. UK investors with overseas assets benefited […]

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Social Impact Investing – Ethical Investing

Ethical Investing, Financial Planning, Investments, Legacy Planning, Social Impact Investing

I travelled to London this week to take part in the launch of Worthstone – an organisation established to promote investing for social impact. The event took place in the House of St. Barnabas. The House of St. Barnabas is fascinating and operates a not-for-profit private member’s club in Soho which funds the Employment Academy […]

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Junior ISAs and saving for children – investment advice in Coleraine, Portstewart, Portrush and Ballymoney JISA

Investments, Junior ISAs, News

Today the government launches the Junior ISA or JISA, the replacement for the Child Trust Fund (athough existing Child Trust Funds will not be affected).  These are designed to allow parents to save for their children although unlike the CTF the government won’t be making a starting contribution.  The current limit for investing in any […]

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Now is the time to invest in an ISA – investment advice in Coleraine, Ballymoney, Portrush, Portstewart, Castlerock, Garvagh, Bushmills

Investments, ISA, ISA Allowance, News

Now is the time to invest in an ISA An ISA-or Individual Savings Account-is a tax efficient way to save as you pay no income or capital gains tax on the returns you receive. It remains one of the taxman’s most valuable concessions to investors.       LONG-TERM INVESTING STILL MAKES SENSE The past […]

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Are we too greedy? – Financial Planning in the Triangle – Coleraine, Portrush, Ballymoney, Portstewart

Financial Planning, Investments, Market Commentary, News, Pensions, Retirement

A friend’s recent blog post resonated with my own thinking on how we spend our accumulated wealth.  Often I meet wealthy clients with a very healthy and easy relationship with their money – it doesn’t have a hold on them.  Other clients are afflicted by worry and a desire for more even though they want […]

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