Aegis Financial Consulting

Articles

See below for a series of articles I have written on a variety of subjects. If you have a suggestion for a subject you would like me to cover, please get in touch.

End of Year Planning
06Dec

End of Year Planning

‘Tis the season to be jolly, and also a good time to review your finances.  After all, most of us…

Fixed Fees – Another Case Study
05Aug

Fixed Fees – Another Case Study

I was trawling through Facebook this weekend and saw a post in one of the professional networking groups I’m part…

Case Study – Benefits of Fixed Fees
01Jul

Case Study – Benefits of Fixed Fees

I was browsing the web this morning and saw a post from someone asking whether they were being offered a…

The Magic of Compound Returns
18Jun

The Magic of Compound Returns

What does compounding do for your returns, and how can you make sure that you benefit from the magic of…

My Illness – An Income Protection Story
07Jun

My Illness – An Income Protection Story

Some of you will already know that I had some health woes a few years ago, the effects of which…

All Time High
01May

All Time High

When is the best time to invest? Is it worth trying to time the market? What would you have done…

2024 Spring Budget
06Mar

2024 Spring Budget

It feels like only yesterday that we had our last Spring Budget, and here we go with another one.  Likely…

Ethical Inheritance Tax Planning
01Dec

Ethical Inheritance Tax Planning

Many of my clients hate inheritance tax, but accept that it is a necessity for society. Inheritance tax is currently…

Why Fixed Fees?
19Nov

Why Fixed Fees?

Part of my uniqueness is in the fact that I believe in fixed fees.  This isn’t just a gimmick for…

The Hunt for Income
18Nov

The Hunt for Income

Recently I have been designing the firm’s Central Investment Proposition, and I ran into a perennial question.  Where do we…

Pensions and Spring Budget 2023
15Mar

Pensions and Spring Budget 2023

There was a Spring Budget today. Presumably this wasn’t news to anyone, but as far as pensions go, this one…

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