It’s hard to believe the summer is nearly over, especially as it seems we’ve had all four seasons in the space of a few short weeks. With record breaking temperatures in June and cold, miserable days throughout July it’s easy to say the weather has been volatile and that predicting the weather continues to remain an enigma!
The same can be said about the investment world, where past performance is no guarantee of future results. However, it’s clear that good financial planning is important and should help you to navigate any uncertainties the financial markets throw your way.
This issue, we take a closer look at investing and try to debunk some of the myths and queries you may have. Sarah Astley takes a look at the different types of individual savings accounts (ISAs) while Matt O’Hara homes in on Junior ISAs and how it’s never too early to start preparing for your child’s future.
Our ‘Big One’ is from Chief Information Officer Nigel Reynolds, who discusses just how our new investment app ‘MWise’ can work alongside your current portfolio.
Finally, we have the next in our Child of the… series and Team Director David Gibson takes a fun look at the 1980s, Filofax anyone?
If you would like more information about anything in this issue – or you have any feedback – please get in touch with your consultant.
As we have now entered into a new tax year, many people will have started to plan for the year ahead, looking to utilise their Individual Savings Account (ISA) allowance for the 2023/24 tax year.
Wealth Management Consultant, Matt O’Hara, looks at what you need to know about Junior ISAs. Read the full article here.
Portfolio construction is like any other task, whether that be assembling those flat-pack drawers or deciding which route to take to an unfamiliar location – planning is key.
Read Fund Manager Lauren Wilson’s full article here.
If, like me, you were born in the late 60s, you would have been a teenager in the 1980s - and what a great time it was to be a teenager!
Team Director David Gibson takes a nostalgic look back at the 80s and what you should have in place today in his article, available here.
Looking after your investments is one of the main services provided by Mattioli Woods and so it made sense to create an app that not only works alongside your current investments, but also encourages those who are new to investing.
We sat down with Nigel Reynolds, Chief Information Officer at Mattioli Woods, to discuss all things MWise.
Read the full article here.
When looking at ways to save money, it can be a little confusing, and given all the acronyms; JISA, LISA, cash ISA, stocks & shares ISA and IFISAs, I’m not surprised!
Wealth Management Consultant, Sarah Astley, discusses the different ISA options available. Read the full article here.