News and articles
As the markets tumble, it's time to define: what is risk?
Date Published: 11/08/2011: Published in the Stratford Herald. By David Ferry
The “risk-free” investment has always been the holy grail of investors - whether they live in Stratford upon Avon, or Stratford, Connecticut, USA.
A triumph of focused energy
Date Published: 15/11/2010: Published in New Model Adviser. By Tim Cooper
Classic car enthusiast David Ferry appreciates how a great model can punch above its weight and his business is doing just that with quality of service at its heart
Flipping Houses
Date Published: 20/08/2009
Over the recent past, there cannot be a single person who has not heard about MPs ‘flipping’ their homes in order to gain benefits, including lower tax bills upon sale of their properties.
What Should You Do?
Date Published: 06/08/2009
Over the past week or so, financial and economic news has been somewhat mixed.
National Saving and Investments, the Government backed provider of savings and investment products have recently advised that the flight to safety is over.
Are you free from tax?
Date Published: 14/05/2009
Good news…..Today, 14th May 2009, is Tax Freedom Day. Very recently, Gabriel Stein, Chief Economist at Lombard Street Research calculated this for the Adam Smith Institute.
What’s it worth?
Date Published: 16/04/2009
Over the past few days, whilst we were all preparing to ‘shut up shop’ for Easter, I noticed a thought provoking story in the press. We have all been advised that the value of fake One Pound coins in circulation could be as high as £73,000,000, or one in every twenty.
Are you an average investor?
Date Published: 02/04/2009
To many, this may sound like a strange question.Surely, all investors strive to be above average.
Basic maths will suggest that some investors will achieve above average returns and the rest will achieve returns below average.
However, the question is a little more ‘cryptic’ than it appears at first glance. I’ll ask it again later.
Is Yours Big Enough?
Date Published: 19/03/2009
Recently, Sir Fred Goodwin the former Chief Executive of RBS and his pension have filled many column inches in the press.
Under the Spotlight
Date Published: 26/02/2009
We have seen a number of individuals and companies under the spotlight in the general and financial press recently.
Turning Lead into Gold
Date Published: 27/11/2008
There was much speculation in the press as to the content of Alistair Darling' s Pre-Budget report. One thing is certain; the measures to be announced will impact on all of us.
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Don’t add yourself to these gloomy figures
Date Published: 16/10/2008
Over the last few weeks, it is unlikely that there is anyone who will not have heard about the turmoil that has engulfed global stock markets and banks. I do not intend to re-iterate what we have read, heard and, perhaps, experienced.
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The end (of the year) is nigh
Date Published: 28/02/2008
You may never have asked this question for fear of the answer, or possibly because you didn't think that it was possible to find the answer...
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The impact of costs on your financial plan
Date Published: 14/02/2008
Everyone wants your money. It's up to you and your financial planner to make sure they don't get it. You could easily lose 50% or more of your returns.
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Why is passive investing better for investors?
Date Published: 24/01/2008
Active investing is a little like going to the gym. The more active you are, the more pounds you may lose.
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What is the best investment strategy?
Date Published: 10/01/2008
The answer is the one that gives you maximum returns with zero risk….. If only life were so simple!
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How much is enough?
Date Published: 13/12/2007
You may never have asked this question for fear of the answer, or possibly because you didn't think that it was possible to find the answer...
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Where are you going?
Date Published: 29/11/2007
Life can be like being on a very large hamster wheel. But have you ever stopped to think about why you do what you do? If you haven’t, we can help you with a number of important issues...
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Thank you Darling!
Date Published: 25/10/2007
It is now over two weeks since Alistair Darling announced the changes to Capital Gains Tax, Inheritance Tax and Income Tax for ‘foreigners’...
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