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Category: Wealth Management News
Posted on 21 Nov 2018
by Luke Tribe Research Analyst, Private Client Research, Manchester
Smithson: An old head on young shoulders
When Fundsmith CEO Terry Smith invested £25m of his own money into their new Smithson Investment Trust, the focus on small and medium capitalised companies became a major talking point…
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Financial Fitness
During October, we were delighted to participate in the CISI (Chartered Institute for Securities & Investment) Financial Planning Week which ran from 3rd to 10th October. Each year, the initiative…
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Retirement’s a long way off for Millenials. Or is it?
Retirement may seem a long way off for Millennials* but with people living longer and gold-plated final salary schemes disappearing from the pension landscape, the reality is that Millennials will…
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Death and Taxes
Who would you like the main beneficiary to be of your assets on your death? Those of us who answer that they would like the State to inherit the largest…
Posted on 16 Nov 2018
by Michael Ingram Chief Market Strategist
Britain’s Brexit Blues
In Prime Minister Theresa May’s own words, we are entering the “end game” of the UK’s long-running Brexit saga. As predicted however, rather than heralding a period of greater clarity,…
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by John Goodall Head of Private Client Research, Manchester
The Navigator: Quarter 3 update
Volatility returned to capital markets in October following comments from Jerome Powell, Chair of the Federal Reserve. He suggested that interest rates are still far away from the neutral rate,…
Posted on 09 Nov 2018
Pensions Carry Forward – Use it or Lose it
Pension carry forward - Use it or Lose it Tighter restrictions in recent years have slashed the annual allowance an individual can pay into their pension while receiving tax relief…
Posted on 29 Oct 2018
WHIreland Wealth Management in Poole welcomes Rhys Gadsby to its investment team.
WHIreland Wealth Management in Poole welcomes Rhys Gadsby to its investment team. As part of WHIreland’s continuing efforts to support and help young people into employment, we are delighted to…
Posted on 19 Sep 2018
WHIreland continues to expand its Milton Keynes wealth management services and appoints Daniel Smith as Wealth Planner
WHIreland continues to expand its Milton Keynes wealth management services and appoints Daniel Smith as Wealth Planner WHIreland has appointed Daniel Smith as Wealth Planner to WHIreland’s Milton Keynes office…
Posted on 28 Aug 2018
WHIreland Wealth Management shortlisted for a further award with MoneyAge’s 2018 Awards ‘Celebrating excellence within the personal finance space’.
We are delighted to be shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards. These awards celebrate excellence, professionalism and innovation in the hugely competitive…