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Our
Clients
Financial
Planning
Investment
Philosophy
About
WealthFlow
Latest
Comment
Contact
Regular updates on investing, financial planning and WealthFlow news.
3rd
Nov
2023
New UK Philanthropy – Donor Advised Funds
In the USA, philanthropists have channelled giving through vehicles known as Donor Advised Funds. They are also now one of the fastest growing types of charitable fund in the UK. What are they, and why don’t we use them more often?
27th
Oct
2023
Emotions and market timing are likely to be costly
One of the greatest temptations in investing is to try to time when to be in or out of markets. It is logical to want to be fully invested in the equity markets when they are going up and to be in cash or bonds when they are going down.
20th
Sep
2023
What moves the market
The stock market is, at its heart, a gigantic weighing machine with people offering to buy and sell securities on a second-by-second basis.
Regular updates on investing, financial planning and WealthFlow news.
New UK Philanthropy – Donor Advised Funds
In the USA, philanthropists have channelled giving through vehicles known as Donor Advised Funds. They are also now one of the fastest growing types of charitable fund in the UK. What are they, and why don’t we use them more often?
Emotions and market timing are likely to be costly
One of the greatest temptations in investing is to try to time when to be in or out of markets. It is logical to want to be fully invested in the equity markets when they are going up and to be in cash or bonds when they are going down.
What moves the market
The stock market is, at its heart, a gigantic weighing machine with people offering to buy and sell securities on a second-by-second basis.
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Head Office & Consulting Rooms: 10 Charlotte Square, Edinburgh EH2 4DR.
Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.
WealthFlow Group Ltd is authorised and regulated by the Financial Conduct Authority.
The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service.
To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.

Head Office & Consulting Rooms: 10 Charlotte Square, Edinburgh EH2 4DR.
Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.
WealthFlow Group Ltd is authorised and regulated by the Financial Conduct Authority.
The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service.
To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.