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 …
There is always a leak or two before a budget announcement and this year was no exception. The increase in pension annual allowance, for example, from £40,000 to £60,000 may be welcome news to many. What we were also led to believe was that the lifetime allowance (LTA) might also be increased from the current …
In the years when Childcare costs begin to reduce is a time to consider saving for children’s futures. I’ve not yet heard of the child who couldn’t think of a reason to use the savings built up for them!
About SOLLA SOLLA was established in 2008 as a ‘not-for-profit’ organisation to help people and their families find trusted accredited financial advisers who understand financial needs in later life. Advisers who can provide peace of mind and help you make the right financial choices for those all-important retirement years. Achieving SOLLA accreditation is the established …
