"With continued market volatility, it is important that investors remain patient – especially given that the current trend in the UK stockmarket remains positive. It is very important to remember that our service provides you with ‘active’ money management and that your money is under day to day supervision when invested with us. This will ensure opportunities are not missed and that your money is not left in the wrong place at the wrong time."
David Cassidy, Chief Executive Officer, WEALTH at work
"Through the WEALTH at work service, individuals are now able to maximise the value of their financial benefits in a way which was difficult if not impossible in the past. Our team of experts ensure every client receives our best ideas to achieve their goals whether saving for the future or creating income in retirement."
Jonathan Watts-Lay, Director, WEALTH at work
"We consider the ISA simply as a tax wrapper and what’s most important is the type of investments held within the wrapper. By switching cash ISAs into a stocks and shares ISA and purchasing a diversified portfolio of directly held corporate bonds and gilts (British Government Stocks), you could attract more interest. To find out more, talk to us or see Market Update for my most recent comments."
Paul Morton, Investment Planning Director, WEALTH at work
"Please see Market Update for my most recent comments."
Ian Copelin, Investment Management Director, WEALTH at work
