Author Archives: Duncan Glassey

Thank You!

Clinical Negligence Conference in Brighton

On behalf of the entire Wealthflow team I would like to say thank you to everyone involved in organising last week’s Clinical Negligence Conference in Brighton. We met lovely people, learned a lot, and had some fun along the way! Special thanks to the wonderful APIL conference team for looking after everyone so well. The […]

If it ain’t broke, don’t fix it…

For the individual investor, the best approach remains diversifying across many countries and asset classes, remaining focused on your own goals and, most of all, listening to your chosen adviser, who understands your situation best.

There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficacy of […]

Wealthflow Investor Insights

Wealthflow clients recently took part in the largest ever global investor feedback survey. Conducted by Dimensional Fund Advisors, the survey offered a global perspective on our client experience. We want to share some of the incredible feedback we received: ‘I would say that Wealthflow has changed our lives. We have the confidence to enjoy a […]

Recent Market Volatility

Market Falls

In recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting emotionally to volatile markets may […]