This week, we are turning the spotlight onto GWA Asset Management (GWAAM), the team behind the MGTS Qualis Funds. Across the week, we will be taking a closer look at: We will also be sharing commentary from Andrew Alexander, Chief Investment Officer and Fund Manager, to provide deeper perspective on how the funds are navigating …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. New Year’s Review Key Themes After many years of outperformance, US stocks entered 2025 in …
Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs. As a society we are living longer. Our families and support networks are more widely dispersed. Navigating the world of care homes, …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Bull Market Continues Key Themes Stocks had a small dip in November, before recovering back …
Information correct as at 27 November 2025 In her second Labour Budget, the Chancellor for the Exchequer, Rachel Reeves, stuck to the party’s manifesto commitments and didn’t increase the headline rates of tax. No major taxes were impacted but the well-publicised freezing of allowances and rate bands were confirmed having the effect of bringing more …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Stocks Stumble After US Shutdown Key Themes News that the US government shutdown is nearing …
Pound cost averaging is a phrase which is often used in passing by financial advisers. A little, well-known perk often associated with making regular contributions into an investment. But what does it actually mean? And does it make any difference to our investment returns? Pound cost averaging refers to the ability to benefit from fluctuations …
As financial advisers, we constantly talk about the importance of diversification within an investment portfolio. I’m sure, at times, we sound like broken records! However, this quilt chart below illustrates so simply, just why we go on about it. The quilt chart shows the annual returns for a range of different asset classes across a …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Echoes of the 90s Key Themes Stocks are at record highs and have now risen …
State Pension Payments Predicted to Rise by over £550 next year. The state pension is expected to rise in April 2026 due to UK’s Triple Lock mechanism, which ensures that pension payments increase annually by the highest of 3 measures. What is Triple Lock? The Triple Lock was introduced in 2011 to protect pensioner’s income …
