Category: General.

Are you financially compatible?

Valentine’s Day is all about romance.  Or, if you are more cynical, the commerce of romance. Buying flowers that are double the price they were last week, presents to show just how much you love someone – and the more you spend the more you love them. Apparently! Romance and attraction can only take you so…

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Electric Cars

The popularity of electric cars continues to grow.  From pioneering new brands like Tesla through to established manufacturers such as Mercedes, BMW, Porsche and Audi, the development of electric cars continues at a rapid pace.  Consumer demand is also growing quickly, with 3,147 cars registered in August 2019, compared to only 659 the year before.…

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Trusts set up for people you love

Intergenerational wealth preservation and succession planning are always hot topics when we speak with clients.  The ability to protect your estate for the benefit of your family is always a key planning priority.  Estate planning ensures that no beneficiaries go without, whilst enabling protection from the external factors which impact intergenerational wealth transfer.  That is…

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How to invest your Children’s inheritance

Finding a suitable investment for a child’s inheritance can be a daunting task for parents. Often, the money comes with some form of emotional attachment due to the way it is generated. It is also not uncommon to see a reluctance to take investment risks because any loss is considered to be a waste of…

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What does ‘financial independence’ mean?

Every year, the average person spends over 100 hours commuting to and from work, 2,500 hours at work and, believe it or not, travelling 8 miles a year on an office chair. The reason that these statistics are so important, is that so many people are concerned with when they are financially independent and can…

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Professional Adviser Awards 2020

We are pleased to announce that Foresight Wealth Strategists have been shortlisted again as a finalist for ‘Adviser Firm of the Year’ in the Professional Adviser Awards 2020. Simon Booth. Managing Director said ‘To be a finalist in these prestigious awards for a second consecutive year is a fantastic result and confirms our commitment to…

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Property funds: Why they aren’t just bricks and mortar…

On 4th December 2019, M&G suspended dealing in their £2.5 billion flagship UK Property Fund,  after suffering nearly £1 billion of withdrawals in under a year.  M&G stated that deteriorating market conditions had significantly impacted their ability to meet fund redemptions and that they plan to keep the suspension in place until they are able…

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Unregulated mini-bonds

The current investment landscape can be challenging for investors to navigate, with interest rates at record lows and likely to remain that way for a considerable period of time.  Savers can no longer rely on deposit rates to generate the returns they require from their capital and this is forcing many investors to look at…

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Go straight to Jail…

There must be a Monopoly Board Game in every household – the classic game of strategy that teaches you how to manage your money.  To be a winner you need to start investing early, build a strategic property portfolio with houses and hotels on – and then then start forcing your friends and family out…

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Summer Holidays – Bored kids? Fed up of spending a lot of money?

School summer holidays can be an expensive time of year and the daily mantra of ‘can I have money for…’ can soon become tiring.  The cost of activities such as going to the cinema, visiting water parks and eating out can be a small fortune – which is most likely taken for granted.  However, time…

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