Provisio

Professional, impartial wealth management advice - totally unique and bespoke to you.

[Provisio @provisio]

@elonmusknews30 👍🏼

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@AlanJLSmith @RobS_Kingmakers Congrats Alan

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This is just appalling and must change!!

[Stefan Moore ★ @2StefanMoore]

Have you ever been told that your Child has cancer? If not, say your Blessings & Please give your Child an extra Hug today. If you are in this “club”, that none of us want to be in, know that many others are in this with you.

[Provisio @provisio]

@clare_threlfall @GreenwoodsGRM Congratulations Clare. Thoroughly deserved!

[assetfirst @Assetfirst_IFA]

Listen to Assetfirst investment committee discussing Stagflation. Don't Panic! https://t.co/sbC1RzUVxf

[Provisio @provisio]

“There’s no risk”: BlackRock rules out a 1970s-style stagflation shock https://t.co/Z8FKDNeUU0 via @FETrustnet

[Provisio @provisio]

@Cunningham_UK @AlanJLSmith Also it’s a pretty low bar sadly. We use the RTMA sectors as benchmarks for our portfolios. I think like Alan we have allowed for 0.5% OAC in the charts above. @Cunningham_UK be interested to see your chart using the same dates and including 0.5% OAC?

[Provisio @provisio]

@DavidPenneyPRW @AlanJLSmith Yep. Also allows you to track the potential performance of any historic portfolios to see if your changes had been beneficial.

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@DavidPenneyPRW @AlanJLSmith Analytics 101..."Chart Options" - "show transition dates"

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@ikosresorts Help!! @TUIUK have just cancelled my booking for 26th July with absolutely no explanation. Your booking system now says no rooms available for direct booking. I can get flights direct to Corfu can you honour my booking?

[Provisio @provisio]

Happy 50th...

[Finance News @ftfinancenews]

Massive passive: 50 years of the index fund https://t.co/WH9OOIhwxX

[Provisio @provisio]

Are you paying tax on your savings unnecessarily? https://t.co/X5ERDYeRhP

[Provisio @provisio]

@tribal_state @Will_Conquers @duncurbiscuit Held for 5 years already but still full of positivity for #SAE Was way ahead of its time and now just needs to catch a break (cfd/planning consent)! Poised for greatness imo...

[Provisio @provisio]

Happy to be of assistance

[Sam Benstead @Sam_Benstead]

Too often investment articles only look at active funds and individual stocks to buy, rather than passive funds which are cheaper and normally better performers. Here's my series on how to build a tracker portfolio

[UHY Hacker Young @UHYHackerYoung]

#HMRC have updated their dedicated guidance on the taxation of #crypto assets. UHY's Tax partner, @GrahamBoar, looks at the considerations needed before speculating on #virtual assets and the #tax implications of investing. https://t.co/bEmxZKzILw

[Provisio @provisio]

Our piece on making a Balanced tracker fund portfolio https://t.co/hoHdOLVQWg

[Provisio @provisio]

@AlanJLSmith We run 20 year projections for each of our portfolios for varying levels of annual withdrawals. We run the same projections for cash. The chance of running out of capital before the end of the period is scored as a percentage. We call it “Risk of Ruin”. Clients get it.

[assetfirst @Assetfirst_IFA]

If you like a lively investment committee meeting, check out A Punch in the Face, the latest skirmish from Assetfirst. It’s not quite #JACKIEWEAVER , but still worth a listen
https://t.co/c1sGbtiypt