Portfolio and Market Review 4th Quarter 2020

You can download our Portfolio and Market Review for the 4th Quarter 2020 here.

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If you have any questions or comments we’d love to hear from you.

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)

Expert Opinion…

Homes of the future: 8 of the biggest changes you’ll see by 2030

Jonathan, March 1st, 2021

Read your guide to the homes of the future. From “jib doors” to prefabs, here are 8 of the biggest changes you’ll see in your home in the next decade and beyond

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Rebalancing your portfolio: What is it and when should you do it?

Dominic, March 1st, 2021

Your portfolio aligns your attitude to risk with your future goals, but it is important to review it regularly. Here’s why rebalancing is so important

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3 benefits of taking your pension last

Dominic, March 1st, 2021

You might be counting down the days until your retirement date, but you could be better off not taking your pension when you get there. Here are 3 reasons why

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