Periscope Wealth

27/04/2022

Finally feeling some calm after the craziness of ISA season… aaaand breathe!

25/02/2021

The new tax year is rapidly approaching! Make sure you utilise your full ISA allowance before April 5. If you don’t use it, you lose it!

Case Study: ISA allowances Leave a Comment / Uncategorised / By [email protected] Mr and Mrs Jones came to Periscope after inheriting £140,000 from the house sale of a deceased Aunt. Having never been in a position to consider investments before, their son Tom recommended they seek advice. During ...

09/02/2021

Is Fintech replacing the Financial Advisor?

Fintech vs Financial Advisors Leave a Comment / Uncategorised / By [email protected] Given the rise in popularity of Fintech and robo-advisors, you may be wondering whether the role of a financial advisor is a thing of the past (obviously we are biased, but we’ll try to give you a balanced view. ...

28/01/2021

Though keeping money in cash can be comforting in times of uncertainty, sometimes it can work against you.

20/01/2021

More often than not, the advice to move a Final Salary or Defined Benefit scheme can come under serious scrutiny. This is simply because these schemes offer a host of benefits, not least of which, a guaranteed income which is index-linked, something that cannot easily be achieved elsewhere. However, every pension and individual is different. Here is an example of one of our clients where Final Salary Transfer Advice was in the client’s best interests.

Case Study: Why Kevin chose to Transfer his Defined Benefit/Final Salary Pension Leave a Comment / Uncategorised / By [email protected] More often than not, the advice to move a Final Salary or Defined Benefit scheme can come under serious scrutiny. This is simply because these schemes offer a host...

12/01/2021

Don’t worry about ‘where’ you are or ‘what’ you want to be... worry about ‘who’ you want to be because you can be that person today and let the rest take care of itself

07/01/2021

Forget about “New year—New you” for a moment. Instead of trying to change everything all at once, let’s focus on some small changes you can make to the way you approach your finances that could make all the difference over time.

Have You Set a New Year’s Resolution this Year? Leave a Comment / Uncategorised / By [email protected] Forget about “New year—New you” for a moment. Instead of trying to change everything all at once, let’s focus on some small changes you can make to the way you approach your finances tha...