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5 Things Higher Earning Professionals Should Do With Their Pensions

2/12/2020

 
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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.

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Insurance for School Fees

18/11/2020

 
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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). ​​

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In Conversation with Cynthia Poole of Raymond James

10/11/2020

 
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. 

In Conversation with Dan Brocklebank of Orbis Investments

28/10/2020

 
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?"

In Conversation with Jamie Fergusson of Thomson Tyndall

14/10/2020

 
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. 

Market Update - 30 September 2020

30/9/2020

 
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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:

  1. ​Central banks, especially the Fed, gave huge support to asset prices by printing more money
  2. ​Global stocks rebounded back to their all-time highs

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. 

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Is It Time To Change Your Wealth Manager?

1/7/2020

 
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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.

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What To Do About Inheritance Tax

5/5/2020

 
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This article is a brief introduction to inheritance tax - what it is and what you can do to mitigate it.
It is for informational purposes only and is not intended to be financial advice specific to your unique circumstances.

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Market Update - 20 April 2020

20/4/2020

 
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20 April 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,

My ‘cautiously optimistic base case’ outlined in my March 9th email that the lows were in was clearly wrong. This was principally because I underestimated the impact of the coronavirus on the behaviour of governments and people. 

Nevertheless, one of my key justifications for buying into the weakness was correct: central banks would take huge steps to support economies and, by extension, stock prices. The lesson may be that timing the market is incredibly difficult but buying stocks on weakness is usually a good idea. ​

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Is Now The Time To Buy Stocks?

24/3/2020

 
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This article is not intended to be financial advice specific to your particular circumstances. 

Written by Scott Tindle, CFA
​March 24, 2020
Is now the time to buy stocks?

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Tindle Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA number 826467).

Tindle Wealth Management Limited is registered in England, Companies House number 10937225; our registered address is 1 The Sanctuary, London, SW1P 3JT. Our VAT number is 299894113.

The Financial Ombudsman Service is available to address individual complaints that clients and financial services firms are not able to resolve themselves. To contact the Financial Ombudsman Service you may visit www.financial-ombudsman.org.uk.



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