Author: Mark Penston

Carillion

The dangers of not diversifying The headlines today of Carillion going in to liquidation is a sobering reminder that investing in a small number of stocks and shares can give a…

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Brexit Survey

Deal or No Deal? – The Brexit View Neil Woodford’s company, Woodford Investment management, have teamed up with Capital Economics to look at the various Brexit possible outcomes and their…

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Stable Returns in Uncertain Times

Stable Returns in Uncertain Times! It’s not unusual for investors to be cautious about equity returns. Especially with so much uncertainty in the news. Diversification is, of course a key…

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Investment Returns

Great Investment Returns! Getting investment returns right for our clients is a cornerstone of the financial planning work we do. It’s not just about returns, but returns that are suitable…

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Investment Markets

Where next for investment markets? The continued rise in markets around the world can perhaps induce complacency in investors. Many believe that equities are the only place to invest. We…

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Premium Bonds

Premium(?) Bonds Many of our clients hold Premium Bonds.  Many report winning ‘regularly’.  I don’t think we only meet lucky clients, so what really is the deal? The reality is…

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Increase to State Pension

Increases in State Pension age…. Millions will now have to work an extra year before getting their State Pension. Increases to age 68 are now applicable to many. To put…

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Longevity

The day you die is important! For those who celebrate the news that longevity is increasing may wish to pause for thought.  According to research from UCL increases in longevity are…

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Pension Transfers

Transferring your pension – or not? In recent times the transfer values of some final salary pension schemes have increased significantly. Unsurprisingly, this has triggered lots of enquiries. Whether transferring…

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Safe as Houses

Safe as Houses? Has property been a good investment in the past and what is the forecast for property growth in the future? The Sunday Times ‘Money’ commissioned a report…

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