Please click on the link below to view our latest Wealth Matters report for September & October 2020. Click here to view or download the report. Topics in this latest issue include: Why Working and Retiring are No Longer Binary Terms Rewritten Retirement Rules Silver Splitters: Financial Fall-out of Divorcing in Middle Age Take it […]
Category Archives: Publications
Our highly regarded report provides detailed information on key current topics and market activity.
We spend our lives planning for our next holiday, for a family, buying aproperty, funding a child’s education and for the day we retire….but what does a successful life plan look like? Please click here to read the full article. Please contact us for further information on managing your financial affairs. Risk Disclaimer: The contents […]
The current situation has led to one in ten people reducing or stopping saving into a pension because of the pandemic. Are you protecting your financial future? Please click here to read the full article. Please contact us for further information on managing your financial affairs. Risk Disclaimer: The contents of this guide are suggestions […]
The coronavirus (COVID-19) pandemic has touched virtually every part of our lives and is having a widespread impact across all aspects of financial life, including retirement plans. Does this mean that you need to delay your retirement? Please click here to read the full article. The contents of this guide are suggestions only, not advice, […]
Please click on the link below to view our latest Wealth Matters report for July & August 2020. Click here to view or download the report. Topics in this latest issue include: Covid 19 – How retirement plans may change in response to the pandemic Retirement Longevity -Maximising investment returns Inflation Proofing your Portfolio How […]
Please click on the link below to view our latest report for May & June 2020. Click here to view or download the report. Topics in this latest issue include: Covid-19 Effects on Retirement Planning Covid-19 Scammers: What to watch out for Managing Volatility The contents of this guide are suggestions only, not advice, and […]
Please click on the link below to view our latest report for March & April 2020. Click here to view the report. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Time to give your pension pot a boost? Portfolio Diversification […]
The 4 Shires Investment Commentary Spring 2020 provides detailed insight into key topics as well as an outlook for Markets & Investments
The latest 4 Shires Investment Commentary for Q4 2019 & Q1 2020, is now available to view and download Click here to view the investment commentary online. The topics in this commentary include: Covid-19 Coronavirus Oil Price Fall Market Update The UK Budget Markets & Investment Outlook: Bond Quality Risk Disclaimer: The value of investments […]