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2:53 pm November, 2019

Smart Money November to December 2019

2019-11-06T14:53:51+00:00November 6th, 2019|Comments Off on Smart Money November to December 2019

Link: Smart Money November to December 2019 (pdf)

Welcome to our latest edition. Inside this issue, we look at a number of the topical financial planning stories making the news agenda.

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle, and ‘bad news sells’. The investment world can be unpredictable and investors currently have plenty of bad news to process, with a plethora of events making the daily and even hourly news headlines – from the US-China trade conflict and oil price volatility, […]

11:00 am October, 2019

Investor Insight Autumn 2019

2019-10-17T11:00:36+00:00October 17th, 2019|Comments Off on Investor Insight Autumn 2019

Welcome to the latest edition of Investor Insight.  Please click the link below to download your free pdf copy.

Investor Insight Autumn 2019

3:49 pm September, 2019

Smart Money September to October 2019

2019-09-18T15:49:27+00:00September 18th, 2019|Comments Off on Smart Money September to October 2019

Link: Smart Money September to October 2019 (pdf)

Welcome to the latest issue of Smart Money which you can download using the link above.   At the time of writing, the UK Government said it is ‘ready and willing’ to do a deal to leave the EU if new terms are negotiated with Brussels. But the new Prime Minister, Boris Johnson, has vowed the UK will leave the EU ‘come what may’ by 31 October – the date the UK must depart if no deal has been reached.

Even though we don’t definitively know what the impact of Brexit will be on both […]

2:42 pm July, 2019

Financial Planning Today Article July 2019

2019-07-26T15:23:51+00:00July 26th, 2019|Comments Off on Financial Planning Today Article July 2019

(This Article Appeared on the FT Adviser Website on the 24 July 2019)
Below is an Article about Portfolio Wealth Management’s Recent acquisition of Crescent Financial

Financial Planner to make new acquisition

Financial Planning firm Portfolio Financial Consultancy Ltd (PFC) is to acquire Crescent Financial.

The move came after S&M Hughes Ltd (trading as Crescent Financial) voluntarily relinquished its regulatory permission and made an approach to PFC.

After discussions with the FCA, PFC was given approval to take on Crescent’s clients, who will […]

2:34 pm July, 2019

Investor Insight Summer 2019

2019-07-17T14:34:58+00:00July 17th, 2019|Comments Off on Investor Insight Summer 2019

Welcome to the latest edition of Investor Insight.  Please click the link below to download your free pdf copy.

Investor Insight Summer 2019

2:17 pm July, 2019

Our new Investment Research Partner – Square Mile

2019-07-17T14:25:06+00:00July 11th, 2019|Comments Off on Our new Investment Research Partner – Square Mile

Square Mile is an investment research and fund ratings firm, dedicated to discovering the investment funds that they believe have the best prospects to make your money work hard to build you a secure future.

The research team capability is recognised as one of the strongest, most knowledgeable, experienced and effective in the UK retail investment market. The investment professionals at Square Mile have generated highly regarded fund research and ratings designed to help investors to make the right choices. It is important to note that we at Portfolio Wealth
Management still remain responsible for all aspects of your financial planning services […]

4:50 pm July, 2019

Smart Money July to August 2019

2019-07-10T16:50:20+00:00July 10th, 2019|Comments Off on Smart Money July to August 2019

Link: Smart Money July to August 2019 (pdf)

Welcome to the latest issue of Smart Money.  Please click the link above to download your free copy.  Inside, you’ll find an array of articles about how Portfolio Financial Consultancy can help you further to plan, grow, protect and preserve your wealth. As we all know, the ultimate goal money can buy is financial freedom.

Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. From the unfathomable Brexit playbook and the continued prominence of populist ideology, to unconventional US […]

6:18 pm July, 2019

Portfolio Market Update July 2019

2019-07-07T18:23:28+00:00July 5th, 2019|Comments Off on Portfolio Market Update July 2019

Please read our latest Market Update report.

Click here to download this free report.

6:51 pm May, 2019

Smart Money May to June 2019

2019-05-13T18:53:21+00:00May 13th, 2019|Comments Off on Smart Money May to June 2019

Link: Smart Money May to June 2019 (pdf)

At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and capitalise on what comes.

Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. You worked hard to earn your wealth, so let us work hard preserving it. On page 06, we […]

9:57 am April, 2019

Investor Insight Spring 2019

2019-04-23T12:02:07+00:00April 22nd, 2019|Comments Off on Investor Insight Spring 2019

Welcome to the latest edition of Investor Insight.  Please click the link below to read a free pdf copy.

Investor Insight Spring 2019

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