Eastcote_Autumn Budget 2024_Closing the loopholes_Article (002)
Eastcote Wealth Management News
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Eastcote Wealth Management acquired by 7IM
Solihull-based Eastcote Wealth Management (EWM) has been bought by industry giant 7IM for an undisclosed but substantial sum. EWM is a well-established financial planning and independent advice firm. Its 12 financial planners act on around £430 million of assets for...
Pinpointing the European mighty munch stocks – Birmingham Post Article
It sounds like a breakfast cereal … but Granolas – not Granola – is becoming terribly, terribly, tasty to investors. We’ve had BRICS, FAANGs, and MANAAM in the seemingly endless acronyms that financial professionals have come up with for grouping...
Are the Seven still magnificent? – Birmingham Post article 25.07.2024
For those of a certain age the Magnificent Seven meant a classic 1960 Western starring Yul Brynner, Steve McQueen and Charles Bronson. For investors, rather than film buffs, the Magnificent Seven are Mag 7, “hot stocks” which last year drove...
Stay grounded amidst the pension maze – Birmingham Post Article 19.07.2024
How much should you pay into your pension in order to enjoy a comfortable retirement? It is one of those questions that has no definitive answer because it depends on imponderables such as earnings, aspirations, and lifestyle. Worse, many people...
New Government: Will “securonomics” play with investors? – Birmingham Post Article 11.07.2024
How are investors likely to be affected by the new Labour government under Sir Keir Starmer? After all, they didn’t give much away during the General Election campaign. As wealth manager AFH notes: “Investors have traditionally been wary of Labour...
Small is beautiful, investors urged – Birmingham Post Article 04.07.2024
Are smaller companies coming back into investors’ favour? The domination of big business, particularly Big Tech in the United States, has been the primary feature in the past decade, encouraged by the trend to index/passive trading. However, it was not...
Buying British remains a struggle – Birmingham Post Article 13.06.2024
Should investors ever show loyalty to ’home-grown’ stocks and shares? Evidence for flying the flag is sadly scant – the London Stock Exchange (LSE) is haemorrhaging companies while new flotations have been drying up. Even pension funds have just four per...
Go easy on the pension lump sum splurge – Birmingham Post Article 20.06.2024
Tax-free pension cash, given the current financial climate. Is increasingly viewed as some sort of Shangri-La? A massive get-out-of-jail card for those maxed out. Grab it at the first opportunity and make hay while the sun shines. No regrets though...
Time to pick and mix your investments – Birmingham Post Article 27.06.2024
Worth considering a modern take on the active versus passive approach to stocks and shares along with the benefits of genuine diversification when it comes to geographical sectors. It is a long-standing unresolvable agony aunt of mine. To remind you...
ISA revamp lacking bravery
The Government’s ISA shakeup has received a mixed response – progress, but not overly exciting and something of a missed opportunity. There had been talk of a Great British ISA with an additional £5-10,000 allowance provided the monies were invested...