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It’s about time in the market.

"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." – Peter Lynch, US Mutual Fund Manager During periods of heightened financial market volatility, and increased levels of uncertainty, it can be tempting to try and time the market [...]

It’s about time in the market.2023-10-25T13:03:29+00:00

Bouncing Bonds

My last market update was written shortly after the release of Kwasi Kwarteng’s mini budget statement. To say that the statement was poorly received by the financial markets would be an understatement. Government borrowing costs soared leading to a 20% fall in the value of Government bonds. Thank heavens this [...]

Bouncing Bonds2023-02-03T14:16:10+00:00

Market Update

Things have moved pretty drastically since our last market update, with global stock markets falling in lock-step as a sudden and unexpected oil price war added to the uncertainty of the ultimate impact of the ever increasing spread of the Coronavirus. In the previous update I alluded to the fact [...]

Market Update2021-02-08T12:31:04+00:00

Budget speculation: Threat to tax relief on pension contributions

We are only a couple of weeks away from the Autumn Budget, due on the 29 October 2018, and media reports have suggested the lifetime and annual caps on tax-free pension contributions could be reduced. Pension tax relief is a common topic in pre-budget speculation, although this time the speculation [...]

Budget speculation: Threat to tax relief on pension contributions2018-12-03T10:14:52+00:00

Why Choose Provisio for Portfolio Management

There are many different methodologies that can be applied to running an investment portfolio. Historically this has usually meant handing your funds over to a Discretionary Investment Manager or Stockbroker and relying on them to ensure that your funds are invested in the correct stocks and bonds for the prevailing [...]

Why Choose Provisio for Portfolio Management2021-02-08T12:31:05+00:00

How are your finances shaping up?

Our recent advertisement on the screens at the David Lloyd fitness centre in Cambridge has got me thinking about where our priorities lie when it comes to paying for things in life. In a recent article in the Telegraph it was suggested that the cost of membership to a high [...]

How are your finances shaping up?2021-02-08T12:31:07+00:00

Retirement income – breaking the habit of a lifetime

Pensions and retirement income are synonymous with one another. The first thing most clients will think about when considering their income in retirement will be their pension. But with the new pension freedoms it isn't necessarily the first place they should turn to when deciding where to draw their retirement income [...]

Retirement income – breaking the habit of a lifetime2021-02-08T12:31:08+00:00
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