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Smart Money: May 2024

Welcome to our latest issue. As we embark on the new tax year, on page 08, we consider why reviewing your pension savings strategy presents an opportune moment, setting a solid foundation for future financial stability. Early attention to your private pension at the onset of the fiscal year is ...

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Achieving the Diploma in Regulated Financial Planning
In November 2017, I was delighted to receive my Diploma in Regulated Financial Planning (and therefore the addition of some new letters after my name!). The Diploma is the qualification required to provide regulated financial advice. The diploma consists of six exams that cover all areas of financial advice including taxation, investment, pensions, protection and ...

In November 2017, I was delighted to receive my Diploma in Regulated Financial Planning (and ...

Q4 2018 Investment Strategy Committee Tactical Views & Commentary
You will find below a link to the output from our October Investment Strategy Committee meeting. The ISC meeting took place on the first day of the recent stock market weakness and we are watching with interest to see how this period of volatility shakes out, see the link for our current view. Donald Trump continues ...

You will find below a link to the output from our October Investment Strategy Committee ...

Bournemouth University Careers Fair 2018 – The Future of Advice

Last week, FPWM were kindly invited by Bournemouth University to attend their annual two-day careers ...

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Sep
Muscle memory in portfolio management
It is often said, and scoffed at, that this time is different.  Reinhart and Rogoff (in the book of the same name) have clearly shown us that this is not the case and that throughout the history of modern economics it is true that history may not repeat, but it certainly does rhyme. The advocates ...

It is often said, and scoffed at, that this time is different.  Reinhart and Rogoff ...

My Placement Year So Far…
I have wanted to work within financial services since before I started studying at University, and a large part of my choosing Bournemouth as my place of study was the emphasis placed on placement schemes. The financial services industry is notoriously difficult to break into and at the placement level there were very few opportunities. ...

I have wanted to work within financial services since before I started studying at University, ...

One year on- my first year back at FPWM
In August 2017 I returned to FPWM after graduating in Accounting and Law. Upon returning, I was struck by how different academic life was compared to a working life- which took a bit of getting used to again! It is safe to say, I love my new working life and cannot imagine myself back in ...

In August 2017 I returned to FPWM after graduating in Accounting and Law. Upon returning, ...

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