Understanding an individual’s approach to risk is critical in building an investment solution that delivers against their personal financial goals. There is a significant gap between preceived and actual risk for the majority of consumers, with two in three consumers suffering a risk ‘disconnect’ Avoiding risk, preserving capital and wanting income in preference to growth, [...]
Thu 10, 2012 | Leave a Comment »
Understanding people’s attitude to risk
Fri 4, 2012 | Leave a Comment »
What is a Financial Broker?
Please click on the link below: What is a Financial Broker (May 2012)
Thu 3, 2012 | Leave a Comment »
Critical/Specified Illness Comparisons
Please clink on the link below to view the list of specified illnesses covered by the various Life Assurance companies: Specified-illness-comparison-flyer May 2012 If you require further information, please do not hesitate to contact me.
Long term saving is one of the best ways to prepare for long term goals and help build overall wealth. A well balanced approach to saving should take account of the short, medium and longer term, the level of access required, need for growth and appetite for risk. Short term goals (where you may need [...]
We understand that not every investor is the same. The Dawson Investment Choice Range is an investment solution designed to provide you with the right combination of capital security and potential return for them. It offers investment strategies designed to deliver strong risk management & investment returns – there are 5 investment strategies available to [...]
There is a growing realisation that locking money away, particularly in cash based deposits, for a number of years is not the ideal strategy to deal with the evolving economic climate. Investors are fearful of future inflation rates and liquidity constraints.  Additionally, recent strong investment market performance has encouraged many investors to re-consider risk assets. [...]
Mon 16, 2012 | Leave a Comment »
Buy-Out-Bond: Are you leaving your company’s pension scheme or is your company pension scheme winding up?
A Buy Out Bond is a lump sum pension policy into which your existing pension fund can be transferred if you are leaving your company’s pension scheme. This could happen if the scheme is being wound up or if you leave service. Saving for retirement is vital if you want to reduce the risk of [...]
Mon 16, 2012 | Leave a Comment »
Benefits of Investing Regularly – making the most of your pension investment
Each year, Business Owners and the self employed face a challenge, as the October tax deadline and company year-ends approach. How can they maximise their tax relief benefits while structuring their pension contributions in a way that best suits their cash flow? Some choose to make once off lump sum contributions on an annual basis. [...]
