Lexington’s 2019 Third Quarter Market Review

Please see Lexington’s 2019 Third Quarter Market Review which we thought you might find useful. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the UK and international markets. Please click the image below to open […]

Good-bye Help to Buy

If you want to open a Help to Buy ISA, you will need to be quick because the Help to Buy ISA is due to close to new customers on 30th November. However, don’t despair the successor to the Help to Buy ISA was launched back in April 2017 and is well underway, so until the end of the month, you have two options to help you save for your first home, the Help to Buy ISA and the Lifetime ISA, often referred to as the LISA. So, what’s the difference between these two ISAs?

Styles of Investing; Active or Passive

Before I became a financial planner, investing was all about making money and buying a ‘hot stock’, 25 years later, I reflect on my naivety and appreciate how others may also be thinking this and asking themselves what is the right way to invest?

Early Retirement with a defined benefit pension

A defined benefit pension is the gold standard of pensions, the scheme promises you a guaranteed income at your agreed retirement age for the rest of your life, the amount of income you receive will rise in line with inflation and the amount you receive is based on the number of years you were a member of the scheme and your pensionable salary.

These schemes offer benefits, which for the majority of cases mean that they are best left alone until your scheme retirement date, however, if you wanted to retire early, should you take benefits early?

Financial Planning Week Money Talk

Next week is Financial Planning Week and UK consumers nationwide are being offered free financial planning sessions by CISI Certified Financial Planners. The aim is to give everyone a helping hand in achieving financial wellbeing, resilience and life goal planning.  To contribute to this Warren Shute CFP will be holding a free talk at the Lydiard […]

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