Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

Money education for the iGeneration

Wealthflow Money Coach Programme

Today’s fast-paced society and economy is such that all of us, particularly the iGeneration, are facing more and more money decisions.  At Wealthflow we are often asked by parents and grandparents: How do we best put money aside for our children? How can we be sure they’ll use the money responsibly? How can we provide […]

Budget Summary Key Issues Autumn 2018

Current Hot Topics

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 […]

Pursuing a Better Investment Experience

10 key decisions that can help investors target long-term wealth creation across global capital markets. Click for downloadable PDF – 10 Point Guide to Smarter Investing July 2018 Investment wisdom courtesy of Dimensional Fund Advisors.