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. The End of Rising Rates? Key Themes October was another difficult month for investors – …
If you have recently received a letter from your Three Counties Financial Adviser regarding a recommended change to the asset allocation of our model portfolios to reflect the changing investment landscape, you will find below the associated documents we advise you read before you proceed with our recommendation. Once you have read these documents and …
It has been announced that taxpayers will now have an extra two years to make any additional payments to their National Insurance (NI), this enables people to make contributions to increase their state pension entitlements. The original cut-off point for voluntary NI contributions from April 2006 to April 2017 has now been extended to 5 …
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. Sell-off Resumes Key Themes The first half of 2023 produced good returns from overseas stock …
It was music to many parents’ ears when it was announced in the Spring Budget that there will be more support for many working parents with the extension of free childcare support The new offer comes into play in the UK in April 2024 in a staged approach and will more than double the current …
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. A Pause for Breath Key Themes Most of August felt like a return to 2022, …
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. A Strong Summer for Stock Markets Key Themes 2023 is doing its best to go …
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. A New Bull Market? Key Themes The first half of 2023 has flown past with …
As financial advisers, we have been sharing common investment expertise with our sister organisation Three Counties since 2014. We are now building on this expertise and experience to create a new company, GWA Asset Management Ltd (GWAAM). In June, GWAAM launched the MGTS Qualis investment fund range, to improve the investment process for all GWA wealth management …
As we continue to battle the cost-of-living crisis, house prices and mortgage rates are continuing to remain high. Naturally, parents and grandparents want to help where they can, be that supporting with the costs of further education, weddings or house purchases. A common approach for many is to leave gifts to loved ones in their …
