A client asked this week how they could assist their adult child to buy a house. I thought this would be a useful opportunity to talk a bit about the options that exist for parents when it comes to helping …
The first major news for financial planning this year (Happy New Year, by the way) is that inflation has fallen back to 2.5%, more or less exactly where it is supposed to be. This is excellent news for thos looking …
‘Tis the season to be jolly, and also a good time to review your finances. After all, most of us have at least some free time coming up and are more likely to be surrounded by the family that we …
I was trawling through Facebook this weekend and saw a post in one of the professional networking groups I’m part of. This specifically refers to St James’s Place, one of the largest restricted advice firms in the country. they may …
I was browsing the web this morning and saw a post from someone asking whether they were being offered a good deal when it came to financial planning. The rules of that site don’t allow me to step in and …
What does compounding do for your returns, and how can you make sure that you benefit from the magic of compound returns?
Some of you will already know that I had some health woes a few years ago, the effects of which will likely stay with me for the rest of my life. I was lucky enough to have employment when I …
When is the best time to invest? Is it worth trying to time the market? What would you have done if you had capital to invest 20 years ago?
It feels like only yesterday that we had our last Spring Budget, and here we go with another one. Likely the last Budget before the general election, so this is the one with the highest chance of seeing gifts to …
Many of my clients hate inheritance tax, but accept that it is a necessity for society. Inheritance tax is currently the only wealth tax we have in the UK, so it is the only shield – however flawed – we …
Aegis Financial Consulting
Aegis Financial Consulting is a trading name of Aegis Financial Consulting Limited which is registered and incorporated in England and Wales (Company Number 13947249).
Aegis Financial Consulting is regulated by the FCA (Firm Reference Number 1002306) and is an appointed representative of Fintuity Limited (814106)