3rd April 2017

Simply Home Finance Newsletter Spring 2017

Is it time to remortgage whilst rates are still low? With the monthly mortgage payment representing a major chunk of the average family budget, it can make sense to shop around from time to time to see if there’s a better, more cost-efficient mortgage deal available to you. According to the Council of Mortgage Lenders1, […]

Simply Money Newsletter Spring 2017

Savers looking to mix LISAS with pensions Savvy savers are planning to save both in their pension plan and in the Lifetime Individual Savings Account (LISA), following its launch this April. The new LISA has been designed as a savings vehicle for those aged 18 to 40 who want to save up to £4,000 a […]

Simply Wealth Newsletter Spring 2017

Why diversifying your assets could be the best strategy for 2017   As the government begins the process of leaving the EU, this year looks likely to mark a significant watershed for the UK economy and its relationship with the rest of Europe. On the international stage, there is considerable uncertainty about what the Trump […]

12th January 2017

Simply Money Newsletter – Winter 2016/17

TEN WAYS TO CHANGE YOUR FINANCIAL HABITS IN 2017 For many, the start of a new year is a time of reflection and a renewed determination to do things differently in the months that lie ahead. Whilst overhauling your finances could seem less exciting than taking up a new hobby or challenge, it could make […]

11th January 2017

Simply Wealth Newsletter – Winter 2016/17

WHAT’S YOUR FINANCIAL GAME PLAN FOR 2017? The New Year is a good time to review your finances and set goals for the coming 12 months. With the tax year end in April approaching, it makes sense to ensure you’re making the most of the various tax allowances available to you. SAVE AS TAX-EFFECTIVELY AS […]

Simply Home Finance Newsletter – Winter 2016/17

PROTECTION – MAKE 2017 THE YEAR YOU GET THE RIGHT COVER Life insurance may not be at the top of your shopping list, but arguably it’s one of the most important financial products anyone can take out, and one of the best ways of leaving loved ones provided for financially. Life and other protection insurance […]

15th December 2016

Simply Home Finance Newsletter – Autumn 2016

THE OUTLOOK FOR RESIDENTIAL PROPERTY Prior to the EU referendum, the London property market had shown some signs of cooling down. With the capital most likely to feel the immediate effects of Brexit, this doesn’t come as too much of a surprise; before the vote there was strong evidence that prices had been moderating in […]

Simply Wealth Newsletter – Autumn 2016

TEACHING YOUR KIDS ABOUT MONEY Financial habits are formed by the age of seven, according to research by Cambridge University1 for the Money Advice Service. By this age, the report says, most children in the UK are capable of complex functions such as planning ahead, delaying a decision until later, and understanding that some choices are […]

Simply Money Newsletter – Autumn 2016

THE FINANCIAL LANDSCAPE POST BREXIT The outcome of the EU referendum was announced in the early hours of Friday 24 June and undeniably came as a shock to many people here and abroad. Uncertainty caused the pound and stock markets to fall. David Cameron resigned and a new government was formed. The new Prime Minister, […]

4th August 2016

Simply Wealth Newsletter – Summer 2016

WHY MACROECONOMICS MATTER For investors there will always be concern about the global economy. Uncertainty over macroeconomic factors such as global growth and increased volatility have become recurring themes and risks that can depress stock markets returns come in many forms – from negative interest rates, political upheavals in Europe, slowdowns in emerging markets and […]