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SmarterInsight™ Newsletter

What is the value of Financial Planning from your advisor?

27 Apr 2015/in , /by

This post is part of the SmarterInsight™ series and is written, as usual, by Tim Hale an investment expert who frequently informs our investment committee.

It is always tempting to judge the value of your adviser on the recent performance of your investment portfolio. That is unfair as it fails to understand the true value that a good adviser delivers (leaving aside the valuable financial planning advice that they also provide) and the fact that no manager can control the returns that the market delivers. Their true value lies not just in the robust structuring of a portfolio, but as a foil to avoid the truly dangerous combination of investor emotions and bad, yet often tempting, investment ideas. A good adviser can earn their ongoing fee several times over, simply by helping clients to have patience, fortitude and discipline in their investing.

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Chancellor's Budget Briefcase

Budget Bulletin 2015 from Loch Fyne Financial

26 Mar 2015/in , , /by

SPRING BUDGET – TAX TIPS AND YEAR END PLANNING 

In this Bulletin we look at the impact of the main changes on different groups of taxpayers. Inevitably the categorisation is somewhat arbitrary, so it pays to read all sections. Similarly, some tax planning points – such as those listed below in our 12 Quick Tax Tips – are universal.

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SmarterInsight™ Newsletter

Collectables: Sensible Investments or Folly?

07 Oct 2014/in , /by

As part of our SmarterInsight™ series, we look at whether it is really worth investing in collectables, and how to look at this objectively.  The trappings of wealth such as beautiful art, fine wine, classic cars and old watches may have an aesthetic value, but are they good investments? It is wise to look at them in an unemotional light, in short, the answer is that their superficial allure and headline grabbing returns fail to match a hard-nosed practical reality. Own them only if you enjoy them!

Please contact any of our team and we will talk to you about your specific situation.

 

Loch Fyne Financial Glasgow Wealth Management

Budget Bulletin from wealth management firm, Loch Fyne Financial

24 Mar 2014/in , /by

In this post Loch Fyne Financial, the Glasgow based wealth management firm, share their Budget Bulletin. It includes everything you need to know about the Chancellor’s recent announcement, including the action you should consider before the end of this tax year on April 5th.

Background to the 2014 Budget

A year ago, nobody – including Mr Osborne – expected the 2014 Budget to be set against such a relatively benign economic background for the UK. In March 2013 the talk was of a triple dip recession as the country had just recorded a contraction of 0.3% in the final quarter of 2012.  Read more →

Loch Fyne Financial win prestigious 2014 New Model Adviser® Award

15 Jan 2014/in , /by

We are delighted to be recognised for the third year running in the prestigious New Model Adviser® Awards. This year Loch Fyne Financial took home the coveted New Model Adviser® Financial Planner of the Year for Scotland and Northern Ireland.

The awards are presented by New Model Adviser® , a pre-eminent publication in our profession. They recognise our commitment to delivering a forward thinking wealth management, investment advisory and financial planning service to help clients to plan for their retirement and feel relaxed and secure about their financial future. Read more →

Chancellor's Budget Briefcase

Comment on Autumn Statement by Loch Fyne Financial

06 Dec 2013/in /by

In this post you will find a comment on the Autumn Statement by Loch Fyne Financial – are their better prospects ahead? We think there could be…

Yesterday Chancellor of the Exchequer George Osborne delivered a relatively optimistic assessment of the UK economy in his 2013 Autumn Statement. The UK economy is growing more quickly than that of any other major advanced nation, including the US and Germany, but remains particularly vulnerable to future shocks from the Eurozone. While this is great news, read on to find out more about what the Autumn Statement means for you. Read more →

Loch Fyne Financial recognised as top 100 financial planning firm

19 Nov 2013/in , /by

At Loch Fyne Financial we are delighted to have been recognised as a top 100 financial planning firm in the prestigious New Model Adviser Top 100 Financial Planning Companies list; an accolade that celebrates the financial planning firms that are at the very top of their profession, from right across the UK. Read more →

2013 Nobel Prize win and Loch Fyne Financial investment approach

17 Oct 2013/in /by

It may or may not have escaped your notice that this year’s Noble Prize in economics was awarded to three American economists; Eugene Fama, Lars Peter Hansen and Robert Shiller, who have spent their academic lives looking at market pricing concepts in different ways. Our investment approach is fundamentally based on their research and findings, which we explain in detail below. Read more →

The Loch Fyne Financial process for working with clients

22 Sep 2013/in /by

At Loch Fyne Financial we provide a comprehensive range of wealth management, investment advisory and financial planning services, which we deliver in partnership with you and other trusted professionals. Our aim is to empower and liberate you to make decisions about your future – with genuine financial clarity.

Our core strength is our ability to establish a complete picture of your wealth. Using our proprietary WealthProtect™ process we take time to understand your individual needs, goals and objectives, and then recommend solutions to set you on the path to where you want to be. Read more →

SmarterInsight™ Newsletter

Loch Fyne Financial explain their professional memberships

12 Sep 2013/in , , /by

As a wealth management firm we pride ourselves on the quality of our investment advice and financial planning services, we are also extremely proud to be able to display the Institute of Financial Planning’s Accredited Financial Planning Firm logo on our website, alongside the Chartered Insurance Institute’s chartered logo.

Although these are names that you may be vaguely familiar with, we thought it worthwhile to explain in a little more detail what these accreditations mean for our clients at Loch Fyne Financial and the responsibilities they hold for us as a UK regulated firm. Read more →

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