Financial Literacy – Educating Your Children

Educating Children About Money

An article by the digital editor of Financial Times Money, Lucy Warwick-Ching, provides a useful reminder about the emotional energy and power of money. Lucy’s piece draws on a number of research studies, including a recent HSBC study  which questioned 2000 parents and 500 children on various aspects of financial literacy. The results point to significant gender differences, including […]

Budget Summary Key Issues Autumn 2018

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Please find summary document of the key issues arising from yesterday’s budget for your information. Kindly prepared by our own accountants, CHD Chartered Accountants & Tax Advisors. See 2018 Autumn Budget Wealthflow LLP › Should you have any questions arising from the points mentioned, please do not hesitate to contact Duncan Glassey direct on 0131 247 6745. For […]

Is past performance a guide to future results?

One of the biggest challenges I faced during the early years of my career as a financial planner, prior to establishing Wealthflow LLP in 2007, was finding an investment proposition to complement a long-term, strategic approach to financial planning. Too often, I found myself apologising to clients when their investments did not meet our – […]

Brexit and Your Portfolio

Brexit and Your Portfolio

Whichever way you voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance the government could fall. One or both of these events would come with […]

Moving on from the Bank of Mum and Dad

The Bank of Mum and Dad

An American study has found around two-thirds of wealthy families lose their wealth by the second generation. The same study reported it took less than 20 days for the average inheritance recipient to splurge on a new car. A significant challenge facing financially successful parents is how they might help their offspring develop positive money […]