01258 857 101 ian@greenfields.biz
logo IFA ERC
Professional independent financial management built by recommendation and reputation

Archive for February, 2020

Global Update – written on the 28th of February 2020

Posted on February 28th, 2020 by Robbie Holman

As I’m sure you are aware with the various media reports on global stock markets, we are currently experiencing tough market conditions. 2019 had been a very good year for nearly every asset class on the whole, recovering fully from some of the difficult conditions seen at the tail end of 2018. But moving into […]

When doing nothing is best

Posted on February 26th, 2020 by Robbie Holman

From time to time, stock markets go through periods of uncertainty. This could be down to some poor economic news or perhaps due to a political crisis. The sharp falls that can be experienced at such times are understandably unsettling for investors. They can even tempt some to change their long-term plan by selling their […]

US economic health monitor

Posted on February 17th, 2020 by Robbie Holman

The past month has seen a marked pickup in several economic indicators, which means, for the first time since July 2019, all of our health monitor indicators are now consistent with continued economic expansion. The S&P 500 continues to enjoy these improvements following the de-escalation of the trade war, and currently sits near record highs, […]

Jack Rose: EIS’s role in answering tomorrow’s challenges

Posted on February 14th, 2020 by Robbie Holman

Clarity is certainly welcome when it comes to EIS and VCT legislation something that has evolved and changed over the years with the changing tides of government and their individual agendas. It is reassuring and encouraging to see the support the current government has for the UK’s tax advantaged legislation and the vital role it […]

It’s Morning in Great Britain – could we be at the beginning of a mini-boom?

Posted on February 11th, 2020 by Robbie Holman

Ronald Reagan ran in 1984 with a famous TV commercial which started with the line ‘It’s morning in America’. This was to signify that the best was yet to come. We think there is a chance, just a chance, that the UK could also be at the start of an exciting period. Let’s start with […]

What is equity release?

Posted on February 7th, 2020 by Robbie Holman

Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both. Equity release options There are two […]

If you have life insurance, you’re less likely to take out income protection – but do you need both?

Posted on February 6th, 2020 by Jack White

Most of us will take some form of protection insurance out at some point in our lives, to ensure the family finances are secure if a breadwinner becomes too ill to work – or worse. But new research has revealed that those who take out life insurance are less likely to take out different types […]

Patience is key as China stumbles

Posted on February 5th, 2020 by Robbie Holman

Global markets endured a turbulent start to February as concerns over the spread of the Novel coronavirus (2019-nCoV) hit the Chinese stock market hard as it reopened. Quilter Investors looks at what this means for investors and why being vigilant does not always mean making hasty decisions. Full Article here – https://www.quilterinvestors.com/uk-professional/shared-thinking/patience-is-key-as-china-stumbles/ Article originally published by […]

Long term care planning and the handling of income

Posted on February 4th, 2020 by Jack White

Tony Miles, technical director My Care Consultant Prudential, focusses on how income can affect a person’s care liabilities.   Full Article here – https://professionalparaplanner.co.uk/development/long-term-care-planning-and-the-handling-of-income/ Article originally published by ‘Professional Paraplanner’ regarding the views of Tony Miles, technical director My Care Consultant Prudential. Greenfields Financial Management is not responsible for its content or accuracy and may not […]

Will this decade be more of a whimper than a roar?

Posted on February 3rd, 2020 by Jack White

Martin Gilbert: What investors need to add to their checklists for the next 10 years… Full Article here – https://www.investmentweek.co.uk/4009845/ Article originally published by ‘Investment Week’ regarding the views of Martin Gilbert – vice chairman of Standard Life Aberdeen and chairman of Aberdeen Standard Investments. Greenfields Financial Management is not responsible for its content or accuracy […]