๐ก Over the last decade, ยฃ100 dollars invested in US equities more than tripled. But are investors over-exposed?
The lesson isnโt to reduce exposure โ itโs to be smart with it.
โฉ https://t.co/FWFv83RquH
#Investing#Diversification@rockwealthUK
Markets rarely move as headlines predict โ Brexit, Covid, tariffs, all called wrong.
Your defence isnโt speed, itโs a resilient plan that keeps you calm and on track.
@brightonifa@rockwealthUK#Investing https://t.co/ZwmoNWnKTM
๐ ๐ ๐ผ๐ฟ๐ฒ ๐๐ต๐ฎ๐ป ๐๐ฝ๐ฟ๐ฒ๐ฎ๐ฑ๐๐ต๐ฒ๐ฒ๐๐.
A great financial planner fuels transformation โ guiding you from what-ifs to whatโs next, balancing bold dreams with steady steps. Explore here: https://t.co/StuBI3dZRh
#MoneyPlanning#PurposeDriven#LiveYourBestLife@rockwealthUK
Unretirement: the benefits of working in later life
https://t.co/EAWxt0tBMp
If youโre in your 40s, 50s, or early 60s, whether employed, self-employed, or running your own business, itโs natural to start thinking about what life beyond full-time work could look like.
๐ ๐ ๐ผ๐ฟ๐ฒ ๐๐ต๐ฎ๐ป ๐๐ฝ๐ฟ๐ฒ๐ฎ๐ฑ๐๐ต๐ฒ๐ฒ๐๐.
A great financial planner fuels transformation โ guiding you from what-ifs to whatโs next, balancing bold dreams with steady steps.
Explore here ๐https://t.co/pihnvfGBxW
#FinancialPlanning#LiveYourBestLife@rockwealthUK
You can't give unbiased recommendations when you profit more from one option than another.
Yet many advisers still works this way.
At @rockwealthUK we do things differently.
#FinancialAdvice#FinancialPlanning
https://t.co/XHCQ35LLDH
"There aren't many jobs that require both emotional intelligence AND deep technical intelligence at such a high level."
New @rockwealthUK recruit Hetty Hyde-Durrant on what makes financial planning unique ๐งต
Read her story ๐ https://t.co/lZiJEbrxhw #FinancialPlanning
The Leeds Reforms and your investments: what you need to know
https://t.co/woX3Ac3cxf
The Leeds Reforms - the Chancellorโs new plans for investing and the financial markets - promise to widen equity ownership and cut red tape. But what do they actually mean for your money?
Today's hero, tomorrow's zero?
Neil Woodford. Fundsmith Equity. Artemis Income. Ruffer. Liontrust. Baillie Gifford US Growth.
All soared. All sank.
Star managers fade. The market endures.
My latest for @rockwealthUK ๐ https://t.co/eg5iqQHujS
So, has your financial adviser been taken over?
If the answer is yes, read on, because the firmโs new owner might not have your best interests at heart.
https://t.co/jwcvYb6HyN
One of the best books about money Iโve read this year is The Soul of Wealth by psychologist Daniel Crosby. In it he explores what wealth really is and provides practical suggestions for how to change your thinking and your actions to lead a wealthier life https://t.co/L51BsNiuld
What to do when your financial adviser is taken over
So, has your financial adviser been taken over? If the answer is yes, read on, because the firmโs new owner might not have your best interests at heart.
https://t.co/jwcvYb6HyN
๐ฌ Client Spotlight
โThe world of pensions and investments felt like a minefield, until we met Matt at rockwealth.โ
If youโre tired of jargon and just want straightforward advice that makes sense, letโs talk.
#FinancialPlanning#RetirementReady#rockwealth
More than 300 financial advice firms in the UK have been taken over since the start of 2022 โย many of them by private equity firms.
Independent academic research has confirmed that, post-acquisition, advisers push clients toward higher-margin, in-house products that benefit the consolidator more than the client.
Now the financial regulator is warning of the potential for consumer harm.
#FinancialAdvice #FinancialRegulation #ConsumerProtection https://t.co/5qxBXgBkIM
Why you shouldnโt rush important financial decisions...
โThe Chimp is an emotional machine that will hijack you if you allow it to,โ Professor Peters writes. โIt is not good or bad; it is just a Chimp.โ
https://t.co/zyYT6a9bd6