Search results for "risk"

There are 55 result(s) with the term “risk“

Investment Objectives

Protecting Your Wealth: Investment Objectives Amid Market Fluctuations

Introduction to Investment Objectives In today's world, where market volatility seems to be the norm, understanding your investment objectives is crucial for safeguarding your wealth. But what exactly does "investment objectives" mean? It refers to the specific financial goals you hope to achieve through investing, whether it's saving for a ... Read More
November 29, 2024Charlotte Malcolm
Beware of Pension Scams (gold)

Pension Scams

Make sure you spot the warning signs Your pension is one of your most valuable assets, and for many it offers financial security throughout retirement and the rest of their lives. But, like anything valuable, your pension can become the target for illegal activities, scams or inappropriate ... Read More
November 10, 2024Charlotte Malcolm
Top 10 Investment Principles

10 fundamental principles every investor should adhere to

Financial aspirations - 10 fundamental investment principles Investing in today's global geopolitical economic climate can appear daunting due to the constant flood of market news, many investment options, and continuously fluctuating market conditions. However, there exist several fundamental investment principles that every investor should adhere to. These principles aim at building an ... Read More
February 15, 2024Charlotte Malcolm
Cash Stash – hiding finances from your partner

Gazundering, what is it and can you avoid it?

More and more people are becoming interested in or affected by this practice The term ‘gazundering’ has been making waves in the property sector, with a 97% increase in Google search activity since the start of 2023. According to research, the rise in gazundering-related searches aligns with ... Read More
February 12, 2024Charlotte Malcolm
House selling errors

House selling errors during, what to avoid

What can go wrong, and what should you guard against? If you're considering selling your property, it's crucial to be clued up on the potential house selling errors that could complicate the transaction. The journey from listing to selling can be fraught with numerous pitfalls – from ... Read More
February 5, 2024Charlotte Malcolm
Equity release unlocking money

Equity Release – opportunity to tap into the monetary value locked away in property

Opportunity to tap into the monetary value locked away in property For homeowners, equity release presents an opportunity to tap into the monetary value locked away in their property. With an equity release plan, a cash lump sum can become available for various purposes, from mortgage clearance ... Read More
January 22, 2024Charlotte Malcolm
Mortgage Ready

How to make sure you’re mortgage ready

Are you Mortgage Ready? Navigating through many mortgage deals and sorting out the heaps of paperwork can be daunting and labour-intensive. However, we're on hand to assist you and simplify this journey. From understanding the different types of mortgages to tips on streamlining the application process, we're here ... Read More
October 30, 2023Charlotte Malcolm
Interest rates

Switching to an interest only mortgage

Grappling with the stark reality of escalating interest rates Countless individuals have yet to grapple with the stark reality of escalating interest rates. This scenario will shift dramatically for approximately 1.4 million people whose fixed deals will conclude during 2023. The majority of these deals were initially ... Read More
August 16, 2023Charlotte Malcolm
Pension pot options

What are my pension pot options? Pension freedoms

How to use your defined contribution pension pot Are you nearing retirement age and wondering how to best manage your retirement income? Changes to regulations now provide you with greater flexibility and choice when it comes to accessing your defined contribution pension. Traditionally, people have used their pension ... Read More
June 19, 2023Charlotte Malcolm
How much do I need to retire?

How much will you need to retire?

Report highlights the challenges of reduced income and increased vulnerability As retirement approaches, planning for the future becomes increasingly important. Many retirees who are currently living on a fixed income are being impacted by inflation, which can negatively impact their ability to make ends meet. With the ... Read More
June 5, 2023Charlotte Malcolm