Financial Planning

Are you missing the hidden financial planning risks of the Coronavirus?

The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...


Are you missing the hidden financial planning risks of the Coronavirus?

The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...

Financial Planning

2020 October Economic Review

Global stock markets went up during the third quarter as economies began to recover from lockdowns. There was positive...


2020 October Economic Review

Global stock markets went up during the third quarter as economies began to recover from lockdowns. There was positive...

Financial Planning

One third of investors (erroneously) sold out of their investments in early 2020

According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...


One third of investors (erroneously) sold out of their investments in early 2020

According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...

Financial Planning

Have “Absolute Return” funds finally managed to achieve their objectives?

There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...


Have “Absolute Return” funds finally managed to achieve their objectives?

There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...

Financial Planning

Is your ESG fund manager asking the difficult questions?

It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...


Is your ESG fund manager asking the difficult questions?

It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...

Financial Planning

2020 July Economic Review

Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...


2020 July Economic Review

Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...

Financial Planning

Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.


Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.

Financial Planning

The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.


The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.

Financial Planning

Am I getting the best advice on my defined benefit pension transfer?

There has been a lot of press coverage in June over our regulator (The FCA) clamping down on issues...


Am I getting the best advice on my defined benefit pension transfer?

There has been a lot of press coverage in June over our regulator (The FCA) clamping down on issues...

Financial Planning

Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2020

We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...


Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2020

We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...

Financial Planning

Where is the safest place to put my cash deposits?

Over the longer term, cash deposits will tend to be eroded, and for those willing to take some risk...


Where is the safest place to put my cash deposits?

Over the longer term, cash deposits will tend to be eroded, and for those willing to take some risk...

Financial Planning

Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)

There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...


Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)

There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...