 We outline our fixed-fee financial planning service below. The cost for the service is £2,400 and is targeted at working professionals who have household annual income in excess of £200,000 and who spend less than they earn. Usually, though not always, it is most beneficial for people who already own their primary residence. The article is not intended to be financial advice specific to your unique circumstances although we do, of course, provide such advice to our clients.  12 January 2021 Investing involves the risk that your capital goes down as well as up; you may get back less than you invested. The commentary below is not intended as a recommendation for you to personally buy or sell any of the investments mentioned nor to take any investment action whatsoever. Hi everyone, When I wrote to you in September tech stocks had been performing exceptionally well. I said this was due partly to the fact that, since the onset of the pandemic, we had done a lot more staying at home and doing things like watching Netflix rather than flying around the world. Since then, however, humanity has been given a light at the end of the Covid tunnel in the form of vaccines. One result has been that the stock prices of ‘Covid losers’ such as airlines have performed extremely well while the big tech stocks have mostly lost money. Despite our dark winter, the market is looking at 2021 as a year of normalisation, which, assuming we get a relatively smooth and successful vaccine rollout, makes sense to me. As ever, the question is what happens next?  This article outlines how Junior ISAs work as well how they can be used for long-term wealth planning. It should be useful for anyone considering gifting money to a child - whether as a Christmas present or otherwise. It is not intended to be financial advice specific to your unique circumstances.  This article outlines some practical steps that virtually everyone should consider regarding their pensions. It will particularly useful for those who are relatively high earners and/or those who are approaching retirement with a sizeable pension pot. It is not intended to be financial advice specific to your unique circumstances.  This article is a brief introduction to insurance for private education and associated considerations. It is not intended to be financial advice specific to your particular circumstances. This article probably applies to you if you pay - or intend to pay - for private education for your child(ren).
In this video, Scott and Cynthia discuss how she and the rest of the team at Raymond James support our clients. including by arranging for the custody of their assets and providing them with their quarterly statements. These services are vitally important to protecting our clients assets and to providing transparency over their investment returns.
Scott interviews Dan Brocklebank, Head of Orbis Investments UK. Dan discusses the Orbis Equity Fund's structure and how it is set up to align the interests of Orbis with those of its clients. He also addresses the topical question, "Is active management dead?"
Jamie and his colleague, Stephanie Evans, work with clients of TindleWealth when their financial planning needs are particularly complex. In this video, Scott and Jamie discuss how he and Stephanie support TindleWealth's clients, how they would like to see the relationship between the two firms progress - and why Jamie agreed to partner with TindleWealth in the first place! What is clear from the discussion is that a huge amount of value is created for clients when we combine financial planning with bespoke investment management.
 30 September 2020 Investing involves the risk that your capital goes down as well as up; you may get back less than you invested. The commentary below is not intended as a recommendation for you to personally buy or sell any of the investments mentioned nor to take any investment action whatsoever. Hello everyone, There has been a lot to digest since I last wrote to you in April but I think the key points are:
The two key points are clearly related: there is far more money in the system. Therefore that money is worth less than it was (supply and demand). Therefore things that are valued in money terms (like stocks and houses) are worth more. It really is that simple. There has been more nuance under the surface.  When a new client comes to TindleWealth from a competitor it is usually for some combination of these three reasons: 1. They are unhappy with the level of service they are receiving 2. They think they are paying too much in fees 3. They suspect the performance of their portfolio has been sub-par Given the above and all that has occurred this year, we thought it would be helpful to outline what you, as a client of a wealth manager, should expect for the fees you're paying. |