Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

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 […]

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. 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, […]