Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

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 […]

Wealthflow LLP – Principal Sponsor of Clinical Negligence Conference 2019

Wealthflow LLP – Principal Sponsor of Clinical Negligence Conference 2019

Extremely excited to confirm Wealthflow’s sponsorship of the Association of Personal Injury Lawyers (APIL) annual residential Clinical Negligence Conference 2019 running in Brighton in October. https://www.apil.org.uk/training/apil-annual-residential-clinical-negligence-conference-2019 The Association of Personal Injury Lawyers (APIL) has been fighting for the rights of injured people for over 25 years. A not-for-profit campaign organisation, APIL’s 3,300 member lawyers (mainly solicitors, […]

Woodford’s Woes – A case study on the challenges of active management

Managing Your Financial Settlement

You have probably read quite a lot lately about Neil Woodford’s ‘Dark and terrible moment’, as it has been described in the press.  Due to demand we have written a short note to explain what has gone wrong, who’s to blame and to highlight the important lessons that we can take from it. A case study […]

More than money management skills

Explore Your Money Choices

The education gap in the area of personal finance is becoming ever more evident. From September 2013, financial education in secondary schools became a mandatory part of the national curriculum, however, thanks in part to teachers not feeling confident delivering the subject, financial education has not been a priority for most schools. Stepping into the […]