Wimbledon's Leading Firm of Chartered Financial Planners

May Market Commentary

Introduction It looked for a long time that the main headline for this commentary would be the opening salvos in a trade war between China and the USA. The International Monetary Fund published a bullish report on world trade, saying that global growth will hit a 7 year high of 3.9% this year – giving […]

Imagine a world…

The future of money is upon us and it’s exciting. We’re expecting to see 2018 as the year that cash is overtaken as the major form of payment in the UK. Whether it’s through cards, apps or even the swipe of a hand, the time of contactless payments has arrived. Right at the forefront and […]

What is pound cost averaging?

If you’re unclear on what the term ‘pound cost averaging’ means, the simplicity of what it describes is perhaps best demonstrated through an example. Abbie is an investor who has already decided where she wants to make a long-term investment. She also earns money through her job and invests more each month. Abbie therefore has […]

Three important ways to use equity release

Equity release plans, also known as lifetime mortgages, allow those over the age of 55 to borrow against their home. Thanks to decades of rising house prices, for some older homeowners this can mean there is plenty available to borrow. The number of people opting for these plans saw a 40 per cent increase year-on-year […]

April Market Commentary

Introduction To say that March was a busy month is an understatement. Russia went to the polls to elect a new President and, in the least surprising result of the year, Vladimir Putin won another six year term. With the Chinese Communist Party removing the rules limiting Xi Jinping to two terms in office, two […]

Emerging markets: looking back on 2017 and forward on 2018

2017 was a good year for Emerging Markets, which continued their recent strong run, keeping them on track to outperform Developed Markets in back-to-back years for the first time since 2009/10. Compared to 2016, which offered only marginal outperformance thanks to the election result in the US in November causing a sharp market correction, the […]

SPRING STATEMENT – MARCH 2018

Introduction In 2016 Britain voted to leave the EU and new Prime Minister Theresa May invited George Osborne to consider an alternative career and replaced him as Chancellor with Philip Hammond, the MP for Runnymede and Weybridge nicknamed ‘Spreadsheet Phil’ by his Commons colleagues. Five months later, Hammond stood up to deliver his first Autumn […]

Retirees embracing social, mobile and tablet

You’ve lived a full and rewarding life, settled down, had a family, and are now reaping the benefits of working hard and investing in your future. But has the world got smaller since back when you first began to make your mark? Now, through using social media on your tablet or smartphone, you can find […]