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 the client asked me, “Is what you are recommending safe?” I replied, “Safe from what?”. […]
Future Asset Management LLP are a well established financial planning firm based just off Cowbridge Road, on the outskirts of Bridgend in Waterton Park. If you are looking for a financial adviser near Porthcawl then why not get in touch to see if we can help. Our friendly knowledgeable advisers will always put your interests first in […]
George Osborne’s budget will be remembered primarily for its total reform of the current pension regime. There are increased to limits for the fiscal tax year 2014-15, but let’s focus on the sweeping changes from 6th April 2015. Simply, pensions come in two types: Defined Benefit Schemes (DB) and Defined Contribution Schemes (DC). The first […]
Bridgend based financial planning firm Future Asset Management LLP has been appointed by national firm Smyths Toys to assist with the arrangement of their corporate pension schemes. This is in readiness for their new employer responsibilities brought about by pension legislation surrounding Automatic Enrolment and Workplace Pensions. The account involves 1,664 employees across 47 stores around […]
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 clients owned their property outright and wished to borrow £30,000 for an attic conversion. They […]
Making your way through the legislation of Auto Enrolment could be a lengthy process so it is important that you have a structured paln. Here is a guide of what you need to be doing: 1. Nominate A Point of Contact You will receive correspondence from the pension’s regulator around 12-18 months before your staging date. At […]
If you are an employer, even if you employ just one person, the changes to pension legislation surrounding Automatic Enrolment will affect you. As the new pension legislation is well underway, more and more employers are having to prepare for their staging dates. In order to find out about the duties of employers and what […]
Future Asset Management LLP are a well established financial planning firm based just off Cowbridge Road, on the outskirts of Bridgend in Waterton Park. If you are looking for a financial adviser in Cowbridge then why not get in touch to see if we can help. Our friendly knowledgeable advisers will always put your interests first […]
Future Asset Management LLP are a well established financial planning firm based in Bridgend. If you are looking for a financial adviser in the Bridgend area then why not get in touch to see if we can help. Our friendly knowledgeable advisers will always put your interests first in establishing the best solution to your needs. […]
The word “Risk” in investments is often misunderstood. It is of the utmost importance that you understand the risk in your investments and ensure that you are comfortable with these risks. We discuss the different types of investment risk and the part they play in investments. HERE By Graham Wingar
