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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

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?

read more

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.

read more

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.

read more

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?

read more

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.

read more

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.

read more

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WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.

© 2023 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

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.