by Carole | Feb 5, 2026 | News, Newsletters
One of the most difficult parts of my role as a financial adviser is helping potential investors to understand risk. Every adviser has a method of testing a client’s attitude to risk. This is usually done by means of a questionnaire. The questionnaire then analyses...
by Carole | Jan 15, 2026 | News, Newsletters
This is the time of year when our minds turn to New Year resolutions. What sort of resolutions could we make about our savings or investments? Have we made a plan? What about all these spurious bank accounts we set up on a whim following a column in the FT or an...
by Carole | Jan 7, 2026 | Articles, News
Money should be fun - Part 2 You might well ask the question? How can money be fun, obviously it cannot be fun in itself it is merely a means of exchange of goods and services but how we use our money can make our own lives and the lives of others more fun. I do not...
by Carole | Apr 28, 2023 | Uncategorised
I still love Hannah The fund aims to provide the potential for long term growth by investing in a portfolio exclusively invested directly or indirectly in European securities, other than those of the UK, which may be selected from all economic...
by Carole | Jan 12, 2012 | Articles
If you are an employer you will have to enrol each and every one of your eligible employees into a qualifying pension scheme when your auto-enrolment duty begins. You will have to register with the Pensions Regulator to show that you have met your auto enrolment...
