Shark-infested financial waters
Happy birthday to me, happy birthday to me… I’ve passed the 37th anniversary of sitting in my tiny home office in Georgeham wondering ‘what had I done’… however, those thoughts didn’t last too long, even with numerous trials and tribulations since! There are no regrets and indeed, some of those first clients are still...
Yet another Blue Planet letter
Dear Client and friendsI am immensely angry that despite warnings to the Trust in regard to the use of data from regulatory disclosures, many clients have received a second letter from Blue Planet. I wanted to assure clients that they have to do nothing as a consequence. Again I must issue a full letter...
Natural income, expensive homes and farewell Neighbours
Well it’s been better news on the markets these last few weeks, following the dismal conditions up till then. There is some dreadfully attractive value out there though. However, for the UK and underpinning our mantra regarding ‘natural sustainable income’ from your investments, dividends are holding-up really well.There were some large one-off payments last year, but...
It’s not all doom and gloom
The candidates are being whittled-down. Different promises are being made and it is clear they can do ‘something’ on short-term economics too. They don’t seem to realise however that doling out cash benefits doesn’t cut the headline inflation rate as does cutting the taxes on the commodities we buy (which then cuts future inflationary...
Are you retiring this year? Give it some thought
Hundreds of thousands of workers will retire at the ‘worst time in two decades’ this year, according to a recent article in The Telegraph.
With oil prices soaring, stocks falling and ever-increasing inflation, it is certainly an unstable time for the markets upon which so many pension pots rely.
The fear is that people have seen...
Political shenanigans & stable UK markets
So I grab a week’s trip to visit our daughter in Malta doing a four-week Elective in the Valetta Hospital and I can’t trust you to look after our Prime Minister in that time. I don’t know. The markets and currency have been most resilient – as an ‘uncertainty’ about the possible ongoing uncertainty...
What is it we actually do?
Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions.
We offer various services, but the biggest by some margin is looking after the wealth...
Blue Planet Investment Trust letter – don’t worry
A number of clients have received an astonishing letter from Blue Planet Investment Trust today. I wanted to assure clients that they have to do nothing as a consequence of its receipt but I shall be sending a full letter to everyone next week. There is absolutely no ‘urgency’ to do anything and all...
Happy 70th anniversary Your Majesty
The nation will be celebrating the Platinum Jubilee of Queen Elizabeth II from tomorrow (Thursday) with a four-day bank holiday weekend so we thought it might be interesting to compare the financial situation in the 70 years between then and now.
Her Majesty actually ascended the throne on 6 February 1952 but did not wish...