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Savings or investments? How to work out what’s right for you

With many Wealth Management firms and Financial Advisers alike, it can often be a difficult decision to know which way to turn when it comes to savings or investing. Advisers usually have their own specialist field – whether that be mortgages, pensions, pension transfers, investments or insurance.  Some may also prefer to deal with only…

Key Themes – August

Overall, as we move through 2018, our view on markets continues to evolve as conditions change with equities being the favoured asset class. The global economic landscape is sound with accommodative monetary policy, positive funding conditions and solid earnings growth painting a picture of supportive investment conditions. Readers of past issues of this publication will…

Key Themes – July

What began as a little local posturing may risk turning into something altogether more problematic. When Donald Trump announced that he was considering imposing tariffs on aluminium and steel imports into the United States it raised a few eyebrows. The move was primarily in response to China “dumping” low cost steel on to world markets…


“Kevin and his staff have always been very helpful. Kevin has the ability to make the investment process simple, clear, and easy.”

Mr C Bishop, Littlehampton