Accredited Financial Planning Firms demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK.
This last Spring Budget focussed on the stability of the tax system and signalled increasing alignment in the tax treatment of the employed and self-employed.
It is generally accepted that diversification is a good thing for investors. One reason is that holding many different assets reduces the volatility (or variability of returns) of your portfolio; when one asset performs badly another may perform better. Another reason is that it can increase the probability that a portfolio will outperform the market.
I am delighted to announce that Wealthflow LLP has been approved by the Chartered Institute for Securities & Investment (CISI) as a CISI Accredited Financial Planning Firm.
Two of my favourite investment commentators, Charles D. Ellis (Author) and Burton G. Malkiel (Foreword), add yet more weight to Wealthflow’s long-held belief that the academic evidence-based approach to investing creates a more worthwhile portfolio.