Jade Shelton 30th October 2020 Retirement is like coming down a mountain – it needs a careful approach We spend much of our working lives looking towards retirement as a goal. But actually, retirement is not the destination, it’s only part of the journey – and the harder part can be managing… Read more
Jade Shelton 1st October 2020 Mark & Lindsay Case Study – Part 2, The Solution It was clear to us from Mark and Lindsay’s Money Wheel that improvement in one or two areas would have a significant impact on their financial life. We… Read more
Jade Shelton 28th May 2020 Market Volatility Update It’s been over 9 weeks since lockdown was implemented in the UK. The 23rd March 2020 seems like a lifetime ago for me. A lot has happened since… Read more
Huw Jones 26th February 2020 Latest Market Volatility Market volatility is inevitable because risk and return are related. The only thing we can control is how we react to it when it does. Here’s a light-hearted… Read more
Huw Jones 27th November 2019 Black Friday Sale As we approach Black Friday it is worth remembering that if we look after the pennies, the pounds will look after themselves. When it comes to investment fees… Read more
Huw Jones 25th October 2019 Timing the Market Actually it’s Time in the Market that’s important. As you know, our invest philosophy is index tracking. That means rather than use a fund manager to determine what… Read more
Huw Jones 21st August 2019 Timing Isn’t Everything Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. That is, once… Read more
Huw Jones 8th August 2019 Reducing the risk of running out of money in retirement It’s an awkward financial position when you have more month than money. Running out of money before the end of the month typically leads to a cycle of… Read more
Jade Shelton 22nd May 2019 Nucleus Go – The Launch Since November 2018, Nucleus have been working behind the scenes on re-vamping their client site. This new interface will enhance the user experience, making it much simpler and… Read more
Proposito Team 25th April 2019 Safe as Houses? For many years, rampant house price inflation was a decent earner for many families across the UK. In some cases, people were ‘earning’ more from the rising value of their… Read more
