My Latest Blogs
24th October 2022
Whitings Wealth Management Ltd
Whitings Wealth Management is pleased to announce that we have been recognised by Citywire New Model Adviser publication as one of the Top 100 adviser firms in the UK. Our aim, as it has always been, is to help make your difficult investment, pensions and protection financial decisions a little easier , through support…
1st September 2022
How much money will you need in retirement?
In working out what income you will need in retirement, there are many factors to take into consideration. You are not only having to look ahead 20, 30, maybe 40 years into the future, you are also having to look at your outgoings in the here and now and having to work out what you…
19th June 2020
Socially Responsible Investing
Every day more people are starting to think about environmental issues, such as climate change, social issues and our impact on the world around us, plus the sustainability of it all. But what can we do about it when it comes to investing your capital? What do all the many different definitions and terms…
13th May 2019
Putting Time On Your Side
How can you increase your chances of a successful investment in equities/stocks and shares ? Please find attached a short paper by Fidelity International on this question. One of the other most important points is the value in getting advice and making sure any investments chosen are appropriate to your individual…
25th March 2019
When doing nothing is best
From time to time, stock markets go through periods of uncertainty. This could be down to some poor economic news or perhaps due to a political crisis. The sharp falls that can be experienced at such times are understandably unsettling for investors. They can even tempt some to change their long-term plan by selling their…
7th February 2019
Beware of pension investment scams
The Insolvency Service has urged individuals saving for retirement to protect their pension pots from criminals and ‘negligent trustees’. Research carried out by the Service found that criminals use a range of tactics to convince savers to part with their funds, including persuading individuals to access their pension and invest in unregulated schemes. …
18th December 2018
Financial Services Apprenticeship Scheme
We are pleased to announce that our wealth management department are looking to introduce a Financial Services Apprenticeship scheme. The aim of this scheme is to identify local talented individuals and help them to develop into the next generation of financial advisers/ planners and be part of our successful wealth management team. Once…
11th February 2017
Investment Choice
Tactical Asset Allocation: A recipe for disappointment ? If world events over the last year or so are anything to go by, then it probably tells us “to expect the unexpected”. Please see the following chart, produced by Vanguard, which we believe demonstrates how difficult it is to predict the performance of various asset classes.…