Your wealth goals don’t just have to be long term. Life is not a linear journey, and you may need to be working towards multiple goals.
Managing your finances properly doesn’t just have to be focused on the long term and there are significant benefits to planning to achieve your wealth goals, and particularly since the future is inherently uncertain. Meanwhile, any financial decision is likely to have implications for you and your family in the short, medium and long term. For us, that means a combination of investing, structuring and people’s expertise.
For us, holistic money management encompasses:
3 May
| 4¾ mins
From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.
20 Apr
| 6½ mins
Ever since Roman times, there has been a settlement in London. Over the centuries it has flourished, but it has also weathered its fair share of crises. But what should the modern buyer be aware of that is peculiar to the capital, or influences its market more than those of other cities?
31 Mar
| 7 mins
Many events affect the demand and supply of the capital’s property, and therefore valuations. But what is currently impacting London's residential property market? What should buyers (and sellers) be aware of?
25 Mar
| 4½ mins
As the seasons change, many of us feel a sense of regeneration and a pull to make adjustments – both small and large – in our lives. But why does this happen? Can you extend the spring cleaning into other aspects of life, such as your finances?
4 Mar
| 9 mins
It’s just a month to go until the UK tax year ends on 5 April. Ahead of that date, we would encourage you to review your finances, even if it’s just to double check. John Williams details some of the considerations we believe should be front of mind as we count down to the UK tax year end.
17 Feb
| 1 min
We want to help you understand the financial options open to you and your family due to your wealth, which we appreciate offers opportunities and hurdles. Beckie Williams, head of client proposition, explains why we regularly post educational articles and insights.
With so many events and news headlines impacting the UK capital’s residential property market, join us for a 30 minute discussion, plus time for Q&A to find out what’s changed and what predictions our experts have for 2021.
Colin Campbell, private banker and lending specialist at Nedbank Private Wealth is joined by Marcus Dixon, head of research and data analysis at LonRes, and Rob Cohen, who is the managing director of the MJ Group International.
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