Bloomsbury Wealth

Private client wealth management experts. CEFEX Certified. New Model Adviser Top 100 company. 2015 New Model Adviser of the Year London Region #money #wealth

[Bloomsbury Wealth @truewealth1]

The terms financial adviser and financial planner are often used interchangeably. But there is an important difference... as @RobinJPowell explains #Video

#FinancialPlanning #TrueWealth

👉 https://t.co/mXVeFyfl2L

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

At the start of 2024, the UK’s leading Index, which covers the top 100 stocks listed on the London Stock Exchange weighted by their market capitalisation, turned 40… read on [TFB Blog]

#BloomsburyWealth #TrueWealth

https://t.co/2XwIkAZeNY

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

This piece from Dimensional founder David Booth looks as 2023’s events and reminds us that markets, as usual, just did what they should to convert human ingenuity into returns for investors...

https://t.co/Wl5dFKcft3

#FinancialPlanning #TrueWealth #capitalatrisk

[Bloomsbury Wealth @truewealth1]

Mindfulness can seem like a bit of a woolly concept but when it comes to identifying your financial goals, knowing what is important to you is essential @RobinJPowell explains in our latest #Video

👉 https://t.co/mXVeFyfSSj
#FinancialPlanning #TrueWealth

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

As we considered the value of forecasting last week, how about what lessons the markets delivered last year?  Many were rather familiar.  But some investors failed to learn from them…

#BloomsburyWealth #TrueWealth #capitalatrisk

https://t.co/JCwQLwQaMz

[Bloomsbury Wealth @truewealth1]

How was your first week of 2024? It’s that time of year again that inspires us to try and stick to some New Year’s resolutions… read on [TFB Blog]

#BloomsburyWealth #TrueWealth #2024planning

https://t.co/uHZu9gYnSO

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

Life expectancy has increased dramatically over the last 50 years. Retirement can now last several decades…

A Bloomsbury Wealth YouTube video hosted by
@RobinJPowell

: https://t.co/mXVeFyfSSj
#FinancialPlanning #TrueWealth #Video

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

For many investors, commercial property (often referred to as ‘real estate’) provides an opportunity to diversify some of the pure equity risk in portfolios… read on [TFB Blog]

#TrueWealth #FinancialPlanning

https://t.co/mZOSCko2os

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

One of the greatest temptations in investing is to try to time when to be in or out of markets. It is logical to want to be fully invested in the equity markets when they are going up… read on [TFB Blog]

#TrueWealth #FinancialPlanning

https://t.co/YmAhzEE35P

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

Given the number of practitioners of financial advice to private investors, it is inevitable that from time to time some of those investors will seek to change their adviser... read on [TFB Blog]

#TrueWealth #FinancialPlanning

https://t.co/PCXDwJqY9X

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

There is always a dynamic tension that exists between the sensible well thought out long-term financial goals that investors set in place... read on [TFB Blog]

#TrueWealth #FinancialPlanning

https://t.co/7ScEnZzO4P

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

For many years, from the mid-1990s onwards, residential property was generally an excellent investment…

A Bloomsbury Wealth YouTube video hosted by
@RobinJPowell

🔗: https://t.co/mXVeFyfl2L

#FinancialPlanning #TrueWealth #Video

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

Data show that women generally don’t invest enough in equities, and it’s largely down to a lack of confidence...

A Bloomsbury Wealth YouTube video hosted by
@RobinJPowell

🔗: https://t.co/mXVeFyfSSj

#FinancialPlanning #TrueWealth #Video

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

Despite the doom and gloom, global equity markets (developed and emerging markets combined) have actually risen in 2023... read on [TFB Blog]

#TrueWealth #FinancialPlanning

https://t.co/mDw69AoYqv

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

It's one of those issues that can cause couples to fall out. But it certainly doesn’t need to be. The key is...

A Bloomsbury Wealth YouTube video hosted by
@RobinJPowell

https://t.co/mXVeFyfl2L

#FinancialPlanning #TrueWealth #Video

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

It is sometimes easy to forget that when markets rise and fall, we are looking at this through an aggregated, market-capitalisation weighted lens… [TFB Blog]

#TrueWealth #FinancialPlanning #stockmarkets

https://t.co/tlDKhCgxBE

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

If you’re lucky, it’s possible to make a quick killing from short-term speculation – but sensible investing requires time and patience.

A Bloomsbury Wealth YouTube video hosted by @RobinJPowell
https://t.co/f37a9u5Fnl

#FinancialPlanning #TrueWealth #VideoViral

#capitalatrisk

[Bloomsbury Wealth @truewealth1]

For those investing using an evidence-based approach, it is important to make sure any evidence being reviewed is based on true facts, reliable data and sound research methodologies. [TFB Blog]

#TrueWealth #FinancialPlanning

https://t.co/f4LwzucU3I

#capitalatrisk

[Robin Powell @RobinJPowell]

You're just as likely nowadays to lose a life-changing sum of money through fraud as in a financial crash.

But, as @paullewismoney explains, we have a powerful weapon to protect ourselves — as long as we remember to use it!

@truewealth1 #Fraud #Scams https://t.co/hHJCGf70xL

[Bloomsbury Wealth @truewealth1]

Financial fraud is on the increase. Banks, police forces and governments are all trying to combat it...

@RobinJPowell and the financial journalist and broadcaster @paullewismoney discuss. 🎦

#FinancialPlanning #TrueWealth

https://t.co/mXVeFyfl2L

#capitalatrisk