We asked financial advisers what they thought of multi-asset funds and how they were using them in portfolios. London-based chartered financial planner Minesh Patel has worked in financial services for more than 20 years. Since 2010, multi-asset funds have...
Blog
Since 1st October 2014, a new law has taken effect which will affect anyone who has yet to make a Will. Called the ‘Inheritance and Trustees Powers Act 2014, this piece of legislation has far reaching consequences for married couples and those in Civil...
We have been running successfully for the last 11 years with Chartered Financial Planner Minesh Patel responsible for the day to day running of the business, and his wife Bhavna bringing her analytical skills and caring personality to the fore in her role as...
Since the middle of September, the FTSE 100 has been on an almost unchecked downward trajectory amid concerns over a stagnant global economy, said to be influenced by political, social and economic instability around the world. Understandably, investors...