I am thrilled to announce Wealthflow is a confirmed finalist for the UK’s most prestigious Financial Planning Award – the Personal Finance Society’s ‘Chartered Financial Planning Firm of the Year 2018’; one of only three firms in the UK to be shortlisted. The UK-wide award was launched to recognise professional excellence amongst those who strive […]
Delighted to promote our growing team of highly-qualified professionals, who are also lovely, lovely people. Proud to be part of something special. Please CLICK HERE for personal details of each valued team member.
10 key decisions that can help investors target long-term wealth creation across global capital markets. Click for downloadable PDF 10 Point Guide to Smarter Investing July 2018 Investment wisdom courtesy of Dimensional Fund Advisors.
Premium bonds are an incredibly popular savings vehicle with over 21 Million bond holders and around £72 Billion ‘invested’. And yet, they really aren’t a savings vehicle at all. There is no interest rate although NS&I provide a guide ‘return’ of 1.4% (effective from 1st December 2017). But this return is in the form of […]
Around 31 million British adults have no will according to a recent survey by Which? There is a regional split of those without a will – 42% of adults in England say they have a will, 35% in Wales and 31% in Scotland. The reasons quoted for not having a will are pretty varied but […]