Currency movements can affect investing outcomes. Investors owning overseas assets therefore are naturally concerned about what to do with this risk. The two options are to accept currency risk, or transfer it to another party willing to accept it, for a cost. The decision of what to do with currency exposure differs based on the role of the asset class…
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Richard Osman’s books about the Thursday Murder Club, a team of detective octogenarians, have sold millions of copies, and the team are set to hit the small screen in August. But Elizabeth, Ron, Joyce, and Ibrahim aren’t just providing entertainment; they could offer valuable retirement lessons as well. But don’t panic – solving murders in your spare time…
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This year, people around the globe will celebrate World Chocolate Day on 7 July 2025. Humanity has been enjoying chocolate for the past five millennia. It used to be considered such a rare treat it was known as the “food of the gods” by the Olmecs, Mayans, and Aztecs. Nowadays, chocolate is a popular…
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This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. Each of us has a set of beliefs, borne out of our experiences. Are…
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This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. Financial wellbeing is a broad term that encompasses all aspects of the relationship between…
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For a week this month, we were proud to host a Year 10 Lewes Grammar School Student, Sean. It’s been a little while since we have hosted a work experience student, but we had a full week of activities planned for him. Sean was very engaged and keen to learn about the different routes into the industry and how…
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Early in May, Daniel was invited to attend the Annual General Meeting for the Sussex branch of the Chartered Insurance Institute to receive an award for ‘Best Completed Diploma in Financial Planning’. This was a great event hosted at the Amex Stadium. The event celebrated both the institute’s recent events and exciting plans for the future, whilst also…
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Investing is not a ‘set and forget’ process. Good investing requires one to be open-minded to evolutions in the approach through a constant process of challenge. At our internal Investment Committee meetings, we continuously monitor investment research to identify if there is anything out there that might enhance the experience we deliver, be it risk reducing, performance enhancing, or a…
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This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He has written more than 115 episodes of the Financial Wellbeing Podcast and founded the Institute for Financial Wellbeing. Whether money makes someone happy is a question that provokes…
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When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax liability to naming your beneficiaries. It’s an important part of your financial plan and, if you want to protect or provide for younger family members, there might be some additional steps to take. In simple terms,…
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