Do More With Your Money True Potential

In our latest quarterly review our Head of Asset Allocation, Kevin Kidney leads an expert panel in examining the last three month’s market movements and portfolio performance. The panel also looks at global growth, key risks, and opportunities for the months ahead. Finally, the team investigate why the UK market has performed so well this quarter and why Gold has reached an all-time high.

This week, our expert panel discuss how to plan for your financial future, breaking down the most common financial goals that we set ourselves and how they can be achieved. They cover why financial goals are important, understanding short and long-term goals, which investment accounts you might consider and the potential benefits of combining your pensions.

By adding a Power of Attorney, you can ensure peace of mind that if you can no longer make financial decisions, then you have someone you can trust to look after your affairs. On the latest Do More With Your Money show, our expert panel discuss the importance of Power of Attorney, detailing what this is, why it is needed and how to set yours up correctly to help with leaving a legacy.

Our expert panel react to Labour’s landslide election victory, analyse the market reaction and, most importantly, what this could mean for your money. We discuss everything from what we know of taxation policies, potential changes to pension rules and what Sir Kier Starmer could expect in his first few days in office.

Chief Executive Daniel Harrison, along with a panel of experts, take a look at portfolio performance, how politics can affect finances and how we utilise artificial intelligence to enhance our service. We also cover the importance of annual suitability reviews and how following a personalised action plan can help you reach your goals sooner.

With the General Election around the corner, our expert panel answer questions surrounding investment portfolios, pension taxation and how political shifts could affect your money. They also take an in depth look at the market growth of the last 12 months and what it means for your money.