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Don't opt out of auto-enrolment
Is opting out of a workplace pension a false economy? Rachel is a 35-year-old charity administrator. When she started her current job...
Richard Hitchell
Jul 5, 20223 min read
Weathering stormy investment conditions
In the face of soaring inflation, rising interest rates and disruption to global supply chains, it’s been a bumpy ride for investors so...
Richard Hitchell
Jun 24, 20221 min read
How your investments are Protected
Periodically, investment markets go through periods of uncertainty. While we cannot control the current market volatility, we can provide...
Richard Hitchell
Jun 22, 20221 min read
Investment Update - A difficult patch for the global economy
Financial markets were unsettled in May as the effects of the war in Ukraine along with concerns over inflation and growth dominated...
Richard Hitchell
Jun 6, 20223 min read
A fine balance - May 22 Investment perspectives
Central banks around the world are trying to tame inflation by increasing interest rates. What are the likely implications for the global...
Richard Hitchell
May 19, 20221 min read
Are you a trustee or beneficiary of a trust? Act now to avoid a potential fine!
An important part of the service we provide to clients is to inform them about any legislative changes that affect the products they may...
Richard Hitchell
May 17, 20223 min read
'Time in the market' vs 'Timing the market'
When it comes to investing, you might have heard that time in the market is better than timing the market. Time in the market is another...
Richard Hitchell
May 11, 20222 min read
May 2022 | Market Update | A changing forecast
Markets experienced ups and downs in April as economic forecasts pointed to slowing growth and ongoing measures to tackle inflation. Key...
Richard Hitchell
May 4, 20222 min read
A year in review
Omnis believe it’s important to keep you updated on how they are managing your money, so we're pleased to share their new 2021/22 Annual...
Richard Hitchell
May 3, 20221 min read
Embark Platform Upgrade
An update for users of the Advance by Embark Platform. Later this year, your portfolio will move to Embark as part of a technology upgrade.
Richard Hitchell
Apr 28, 20222 min read
Get Savvy Against Scammers
Retired teachers Paul and Mary are devoted parents and grandparents to their three children and eight grandchildren. As their family...
Richard Hitchell
Apr 22, 20223 min read
Investment Update - Geopolitical turmoil unsettles markets
The global economy continued to readjust following Russia’s invasion of Ukraine, and central banks raised interest rates in the UK and...
Richard Hitchell
Apr 5, 20223 min read
End of the tax year checklist
Make more of your money with your adviser, before the end of the 2021/2022 tax year on 5 April 2022. As the end of the tax year...
Richard Hitchell
Mar 25, 20223 min read
Myths About Retirement
When it comes to retirement, there are some ideas that can turn out to be quite different when you examine them closely. We explore five...
Richard Hitchell
Mar 22, 20223 min read
What is capital gains tax?
If you’re selling certain assets of high value or a second property, you’ll probably have to pay capital gains tax on your profits....
Richard Hitchell
Mar 18, 20223 min read
What does a financial adviser do?
A financial adviser can help with your investment goals, but they can also offer many more ways to understand and make the most of your...
Richard Hitchell
Mar 16, 20223 min read
Investment Update - A Volatile Period for Markets
High inflation, disappointing earnings results from some tech companies and Russia’s invasion in Ukraine caused turbulence for the...
Richard Hitchell
Mar 4, 20222 min read
An update on current geopolitical tensions
The situation in eastern Europe has escalated with news this morning that Russia has launched an invasion of Ukraine. The current...
Richard Hitchell
Feb 24, 20223 min read
Reckless Caution Is Costing Savers
New research from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks,...
Richard Hitchell
Feb 9, 20222 min read
Investment Update - Shaken but not stirred
Persistently high inflation is putting pressure on central banks to raise interest rates, which unsettled markets during the first few...
Richard Hitchell
Feb 1, 20223 min read
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