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Nae will...nae wise!

My latest personal finance podcast is out today. This week we look at the importance of having a will and making sure that it is kept up to date. We also discuss what happens if you die without a will. 

#PersonalFinance #MoneyPodcast #NaeWillNaeWise

 

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Finance Matters Magazine - Summer 2020

Latest client magazine attached from Phil Anderson Financial Services Ltd. 

 

I thought I would share this in case it is of interest to any ABNers. Finance Matters Magazine - Summer 2020.pdf

#FinanceMatters #MoneyMatters #WealthManagement #FinancialPlan

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Help required with questions for my podcast...

I am looking at starting a money podcast soon with the first show scheduled to cover redundancy and the impact this has on peoples finances. I am looking for any questions that you might have regarding this. Being made redundant can have a big impact

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Free Inheritance Tax Guide

Do you know much about inheritance tax? Do you or a loved one have an inheritance tax liability? Do you know the ways that inheritance tax can be mitigated?

At Phil Anderson Financial Services we have produced a free guide to inheritance tax. To reque

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Five tips for first-time investors

It may seem mad to invest for the first time given stock markets have sunk heavily over recent weeks. However, current market conditions will appeal to many investors willing to take some risk, and with a longterm time horizon. Of course, no-one can

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WHAT THE COVID-19 CORONAVIRUS MEANS FOR YOUR PENSION

By now, you will likely have seen news reports about the impacts of the coronavirus crisis on global stock markets. Although the impacts of the virus and how governments around the world are seeking to control its spread are unprecedented, the same c

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A warning about scams...

At a time when the nation is pulling together to support one another, unfortunately scammers never tire from stealing money. We would like to warn you about a significant increase in pension scams taking advantage of the COVID-19 crisis and ensure yo

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WEATHERING MARKET STORMS

 

There’s no doubt that periods of market volatility can be very unsettling for investors. Nevertheless, history shows us that, although equities can certainly be risky in the short term, they remain the best-performing asset class over the long term.

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