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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.

14th

Mar

2024

29th

Feb

2024

7th

Feb

2024

Cryptocurrency – too big to ignore

In light of the US regulator’s (SEC) recent approval of several Bitcoin spot ETF’s, there has once again been a lot of talk around cryptocurrency and the exposure of client portfolios to this particularly volatile asset class.

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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?

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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.

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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.

© 2024 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.