Tag Archives: investment report

Wealth Matters: Preserving your Wealth

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 […]

Coronavirus: Impact on the Global Economy

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 […]

Planning for Tomorrow

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 […]

Investment Commentary Q4 2019 & Q1 2020

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 […]

Financial Resolutions

Please click on the link below to view our latest report for January & February 2020. Please click here to view and download the report. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics covered include: ISA Returns of the Year 2020 Financial Resolutions Tax-Efficient Investing […]

Cultivate the Art of Patience

Please click on the link below to view our latest report for November & December 2019. Please click here to view and download the latest issue. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: How much do you need to […]

Understanding Investment Risk

Please click on the link below to view our latest report for September 2019. Please click here to view and download the guide to understanding investment risk. This edition contains a number of different articles to help you successfully grow and protect your wealth. Risk Disclaimer: The value of investments and the income you get […]

Choppy Waters – Navigating Volatility

Please click on the link below to view our latest report for July & August 2019. Please click here to view and download the latest issue. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Smart investments – pension or ISA? The […]

Inheritance Tax

Please click on the link below to view our latest report for May & June 2019. Please click here to view and download the latest issue. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this issue include: Key changes for the new Tax year […]