Turning a vision into reality. We understand that no two people are alike and that each of us will have a unique set of objectives. As professional advisers, our starting point is therefore always to take the time to truly understand your goals and aspirations and to turn your vision into a reality that creates sustainable solutions for your aspirations. (more…)
May 4, 2017 By Prism IFA Investments Read more
Five million over-50s looking to make their money work harder. Savers have had it extremely tough over many years now, and yet many still feel uncertain about making the switch to investing. This is largely because people don’t know quite where to start, and they are wary of the risk. However, people need to make their money work harder for them – not just to give them a higher level of ...
Apr 17, 2017 By Prism IFA Investments Read more
Managing investment risk during turbulent markets. A common mistake that some investors make is not diversifying their portfolio enough. To make sure investments are spread across different asset classes, it could contain a blend of equities, bonds, cash, property and others (such as commodities and gold) to benefit from their changing investment cycles. (more…)
Apr 3, 2017 By Prism IFA Investments Read more
Time to take control over where your money is invested tax-efficiently. Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2016/17 is £15,240, rising to £20,000 in 2017/18. Anyone wishing to utilise their allowance should do so before the deadline at midnight on Wednesday 5 April 2017. The date marks the end of the 2016/17 tax year. It ...
Mar 13, 2017 By Prism IFA Investments Read more