Author Archives: Duncan Glassey

Election outcome: a large Conservative majority

For some, waking up to the large Tory majority this morning will be a relief, avoiding the higher taxes for both companies and the better off, and a deeply socialist agenda. Others will feel bitterly disappointed that the seemingly last chance to avoid leaving the EU has probably gone. Whatever your political hue, we are […]

Money Coach programme highly recommended

Wealthflow Money Coach Webinar Programme

As we approach the end of the year, Dr George Callaghan is completing a Money Coach Webinar Programme, rounding-up one-to-one coaching sessions with a cohort of young professionals and gathering feedback on September’s webinar series. We aren’t at all surprised to hear rave reviews of George: “George is an excellent presenter. Clear, and concise, he […]

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 […]