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Category: Technical Articles

Financial Planning vs Asset Management

By Ian Rex-Hawkes Posted on 06/03/2025 Posted in Technical Articles Tagged with asset management, financial planning, investment
Financial Planning vs Asset Management

Financial Planning vs Asset Management It may sound from the title like I am setting these practices against one another, but actually this article is intended to be something of a clarification of what each of those terms means.  Hopefully …

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Active vs Passive Investing

By Ian Rex-Hawkes Posted on 25/02/2025 Posted in Technical Articles Tagged with active, investing, passive, strategy
Active vs Passive Investing

Active vs Passive Investing For anyone in the know about investing, you likely appreciate that it was only a matter of time before I wrote and article on active vs passive chosen style of investing.  This has been a raging …

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End of Tax Year Checklist

By Ian Rex-Hawkes Posted on 17/02/2025 Posted in Technical Articles
End of Tax Year Checklist

What to do at the end of the 2024/25 tax year.

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Helping Children Buy a House

By Ian Rex-Hawkes Posted on 28/01/2025 Posted in Technical Articles
Helping Children Buy a House
Buying a house

How you can help your children to buy a house.

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Inflation Falls to 2.5%

By Ian Rex-Hawkes Posted on 15/01/2025 Posted in Technical Articles
Inflation Falls to 2.5%

UK Inflation falls to 2.5% – what does that mean for you and your finances?

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End of Year Planning

By Ian Rex-Hawkes Posted on 06/12/2024 Posted in Technical Articles
End of Year Planning

‘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 …

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Fixed Fees – Another Case Study

By Ian Rex-Hawkes Posted on 05/08/2024 Posted in Technical Articles
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 of.  This specifically refers to St James’s Place, one of the largest restricted advice firms in the country.  they may …

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Case Study – Benefits of Fixed Fees

By Ian Rex-Hawkes Posted on 01/07/2024 Posted in Technical Articles Tagged with fees, financial planning, investment, portfolio, savings
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 good deal when it came to financial planning.  The rules of that site don’t allow me to step in and …

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The Magic of Compound Returns

By Ian Rex-Hawkes Posted on 18/06/2024 Posted in Technical Articles Tagged with accumulation, compound, compounding, dividends, gilts, income, interest, investment, portfolio, retirement, returns, savings, shares
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 compound returns?

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My Illness – An Income Protection Story

By Ian Rex-Hawkes Posted on 07/06/2024 Posted in Technical Articles Tagged with employment, illness, income, income protection, insurance, protection, self-employment, sickness, work
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 will likely stay with me for the rest of my life.  I was lucky enough to have employment when I …

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