Weekly Client Update – Friday, 22nd January By Michael Borowski on January 22, 2021 At last night’s press conference in Jersey, the Chief Minister, John Le Fondre announced plans for the gradual… Read More
Weekly Client Update – Friday, 15th January By Michael Borowski on January 15, 2021 Welcome to our first weekly update of 2021. We said in our last newsletter that we would publish… Read More
Coronavirus Update By Paul Hamer on February 28, 2020 Markets have taken a negative reaction to increasing concerns about the spread of COVID-19, the coronavirus that originated from Wuhan,… Read More
What is ESG investing? By Paul Hamer on February 15, 2020 Environmental, social and governance (ESG) criteria refers to a set of factors that investors use to determine potential… Read More
Legacy planning: How to help your family flourish By Paul Hamer on November 19, 2019 Planning your legacy is an important part of the whole financial planning process, and goes a long way… Read More
How to get started with legacy planning By Paul Hamer on October 7, 2019 Despite the gloom associated with legacy planning, it is incredibly important to have a plan in place should… Read More
The UK is struggling to save; what are the implications? By Paul Hamer on May 20, 2019 A study found in 2018 that one in four adults have no savings. Many residents in the UK wish that… Read More
Tips on how to avoid ‘FOMO’ investing By Paul Hamer on April 11, 2019 We’ve all experienced FOMO at one point in our lives, or to give it its full name; fear of missing… Read More
Is it time to cut out the jargon from pensions? By Paul Hamer on April 11, 2019 People simply aren’t saving enough into their pension funds. Despite the relative success of the auto-enrolment rollout and the increase… Read More
Why cruise holidays are booming for retirees By Paul Hamer on April 11, 2019 The cruise market offering has changed enormously in recent years, where once it was purely the domain of cabaret cheese… Read More
Love yourself, love your finances By Paul Hamer on March 18, 2019 We’ll be the first to admit that your personal finances aren’t the easiest thing to fall in love with. It… Read More
Revealed – the top 5 destinations for British pensioners By Paul Hamer on March 18, 2019 Many British pensioners choose to move abroad, often in search of warmer climes and a more comfortable retirement. The stereotypical… Read More