Is Cash Safe?…Safe from What?
Coed Yr Mwstwr Hotel, Bridgend
Is Cash Safe?…Safe from What?
Coed Yr Mwstwr Hotel, Bridgend

Is Cash Safe?…Safe from What?

June 23rd, 2014 | Uncategorized | By Graham Wingar

A new client came to us for investment advice recently. “How can I help you?” I asked. “It’s the return on our deposit ISAs, we want to explore alternative investments.” I discussed their options, assessed their attitude to risk and […]

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Computer Says No

January 6th, 2014 | Uncategorized | By Graham Wingar

This is a brief story of a client who made a mortgage application that went wrong.I will let the blame lie firmly with the Bank on this one, however, the outcome was only to the detriment of the client. The […]

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RDR – What Does it All mean?

January 21st, 2013 | Uncategorized | By Graham Wingar

So the changes are underway, but what does it mean to you? The following article helps explain the changes bought about for the financial services industry following the Retail Distribution Review (RDR). http://pwpublishing.practiceweb.co.uk.s3.amazonaws.com/futureassetmanagement_FU_Jan13_rdr.pdf   By Graham Wingar

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Pension Legislation Around Automatic Enrolment

January 16th, 2013 | Uncategorized | By Graham Wingar

In the past it was purely optional for employers to decide whether or not to provide pension benefits for their employees. However, in order to enhance personal pension funding the government are drastically changing the laws and regulation around pension […]

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New Future Asset Management LLP website launched

November 22nd, 2012 | Company News | By Graham Wingar

Welcome to our new look website. You’ll find many new interesting and helpful features, and we will be updating the Latest News section often with newsletters and other company news, as well as new market trends and seminar information. We […]

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