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 …
The extent of change in pension tax legislation announced in the Spring Budget caught many by surprise. It had been rumoured that Jeremy Hunt would introduce some changes designed to incentivise those over the age of 50 who left the labour market during the COVID pandemic to return to employment. However, removal of the Lifetime …
The latest in our ‘Meet the Team’ series comes this week featuring one of our Directors, and who is sure to be a familiar face to all of our readers, Andrew Alexander!
This week, as part of our ‘Meet the Team’ series, we’re introducing you to one of our Directors, Corryn Wild.
Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.
2022, for investors, was one of the most dramatic in history. Against a backdrop of spiralling inflation, Central Banks in developed markets began to raise interest rates and reversed their decade long loose monetary policy, in the hope of bringing increased prices under control. As a direct result, fixed income assets delivered the worst annual …
