Investing
Fund Manager Q&A: Miton Cautious Monthly Income Fund
Posted in Investing, Fund Manager Q&A on 06.03.20 Read As part of our ongoing client communications, our team like to post a Fund Manager Q&A from time to time, in an effort to give...Market Update
Posted in Investing, Market Commentary on 23.03.20 Read Investors always have a long list of things to worry about but, in 2020, the coronavirus COVID-19 has very quickly eclipsed...Our statement on the Spring Budget 2020
Posted in Financial Advice, Financial Planning (+3 more), on 16.03.20 Read The Chancellor delivered the Spring 2020 Budget on 11th March 2020. To clarify for our clients, we have summarised the key...Our Investment Committee Update
Posted in Investing, Market Commentary on 16.03.20 Read We are not superstitious but what an extraordinary week to end on Friday the 13th. However, after the turmoil of the previous...Banks or Piggy banks? How to save for children.
Posted in Financial Advice, Financial Planning (+6 more), on 16.03.20 Read During volatile financial times, future proofing against economic turmoil by investing for our loved ones can seem more...Your feelings and finances: are they connected?
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Financial Advice, Financial Planning (+3 more), on 09.03.20 Read One basic principle that can help everyone manage their finances better is understanding that money is emotional. Everyone...
Fund Manager Q&A – Gravis Capital Management
Posted in Fiducia News, Financial Advice (+3 more), on 02.02.20 Read How do we select the funds for your investments and what due diligence process is involved? Gravis Capital Management (GCM) is...Could the Coronavirus derail the global recovery? Or is it an investment opportunity?
Daniel Kern, Senior Financial Adviser
Posted in Financial Advice, Financial Planning (+2 more), on 10.02.20
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One cannot help but have been perturbed by the dramatic drop in the FTSE100 on Monday 27th January of nearly 2.5% which was...
Dogs and Investment portfolios – They’re the same right?
Daniel Kern, Senior Financial Adviser
Posted in Financial Planning, Investing (+2 more), on 20.01.20
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Twelve months ago, my Rottweiler Sonny unfortunately started to hop on one of his back legs and refuse to put weight on the...
Fund Manager Q&A: Premier Miton Investors
Posted in Investing, Fund Manager Q&A (+1 more), on 20.01.20 Read Each month we post a Fund Manager Q&A in an effort to give a little insight into the processes involved in investment...Fund Manager Q&A: Shroder Income Fund
Posted in Investing, Fund Manager Q&A on 11.12.19 Read We like to post a Fund Manager Q&A periodically, to give a little insight into the processes involved in investment...The General Election – Intelligent investing in a climate of unknowns
Posted in Financial Advice, Investing (+3 more), on 09.12.19 Read “In today’s uncertain economy, the safest solution to be wealthy, be in total control and enjoy freedom for you and your...A guide to saving and investing for a child’s future.
Posted in Fiducia News, Financial Advice (+6 more), on 02.12.19 Read
Financial Planning Case Study
Background Mr & Mrs Brown downsized from a substantial property in the home counties. In doing so, they cleared their remaining mortgage and released £1m of equity. Mr Brown is approximately 2 years away from retirement and is looking to structure his portfolio tax efficiently to maximise his future income in...
Susie Laws, Director & Chartered Financial Planner
Posted in Financial Advice, Investing (+2 more), on 12.05.20
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You have one life, so invest wisely
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Investing on 28.11.18 Read Identifying multiple risk profiles for multiple goals
Positive outcomes
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Investing on 25.09.18 Read Impact investing without sacrificing returns or profits For those looking to make the world a better place, but not wanting to...
Market matters
Gordon Kearney, Managing Director and Financial Adviser
Posted in Fiducia News, Investing on 13.04.18
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Don’t let current global uncertainties affect your financial planning
It’s important not to let current global...
Savings income doesn’t need to be taxing, but it might be taxed!
Daniel Kern, Senior Financial Adviser
Posted in Fiducia News, Financial Advice (+3 more), on 31.01.18
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Prior 6 April 2016 savings from bank and building society accounts were taxed automatically at the basic rate of income tax...
Q&A: Veritas Asian Fund
Posted in Fiducia News, Fund Manager Q&A (+1 more), on 21.12.17 Read Fund Managers at Veritas answer four questions from our investment team about their fund and its performance, introducing the...
Q&A: Schroders Income Fund
Posted in Fiducia News, Fund Manager Q&A on 23.11.17 Read Fund Managers at Schroder answer four questions from our investment team about their fund and its performance, introducing...Market sentiment
Gordon Kearney, Managing Director and Financial Adviser
Posted in Investing on 17.01.18
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It is impossible for investors to predict the future. Short-term losses can be unsettling, but holding steady through the ups...
Investing For Income
Gordon Kearney, Managing Director and Financial Adviser
Posted in Investing, Saving & Investing for Children on 26.09.17
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How certain innate behavioural traits influence our decision-making.
Planning for your retirement
Daniel Kern, Senior Financial Adviser
Posted in Investing, Pension Contributions (+1 more), on 19.09.17
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Getting ready to slow things down. One of the critical aspects of retirement planning is how you structure your...
Fiducia Money Spring Edition
Posted in Financial Advice, Inheritance Tax (+3 more), on 30.03.17 Read Welcome to our latest issue, featuring articles written to help you make the most of your hard-earned money and achieve your...
Q&A: Vanguard Global Value Factor UCITS ETF
Posted in Investing, Fund Manager Q&A on 27.01.17 Read Fund Managers at Vanguard answer five questions from our investment team about their fund and its performance, introducing...2017 Investment Outlook
Posted in Financial Advice, Investing (+1 more), on 17.01.17 Read Take advantage of investment opportunities in 2017 with our review of 2016 and projections for 2017.
Case Study: Investment Portfolio Review
Our clients, Fred and Irene aged 56 and 47 respectively, were referred to us when they inherited a £200,000 investment portfolio when Fred’s mother died.
Gordon Kearney, Managing Director and Financial Adviser
Posted in Investing on 15.02.17
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