Expert View

Our experts are authorised and regulated by the Financial Conduct Authority (FCA). To find them on the FCA register, please click here and select ‘Who is involved with activities at this firm’ in the contents menu.

“The seemingly endless turmoil in world stock markets; continued low interest rates and persistently changing taxation have helped to underline the fact that the financial world has changed forever as far as investing is concerned.   But, despite the recent gloomy months, the current financial climate is showing signs of improvement and it has never been more important to get the right advice when considering your retirement planning.  It is important to remember that whilst there may be fear and sometimes uncertainty in the financial markets, my wealth has been designed for such times and will provide you with a service which delivers dynamic asset allocation in rapidly changing markets, whilst constantly seeking to manage risk.  For more information, please contact us.”

David Cassidy, Chief Executive Officer 

“my wealth can provide you with practical guidance to help you invest for your financial future.  Whether saving for the future or creating income in retirement, we can help you build an investment strategy tailored to suit your financial needs. Our team of experts ensure every client receives our best ideas and through the my wealth 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.”

Jonathan Watts-Lay, Director 

“In an ever changing financial climate, and with so many different financial options available, it is now more important than ever to get the right advice.  Understanding your options when considering your retirement planning is crucial, as making the right investment choices can have a huge impact on the value of your pension when you retire.  You may already have workplace savings (for example, pensions, share schemes and other benefits from your employer), but our experience shows that many individuals are unaware of how to take advantage of them, and how to maximise the opportunities that they can provide.  Let us help with your retirement planning and build an investment strategy to help you plan for a better financial future.”

Paul Morton, Investment Planning Director 

“Please see the Weekly Market Summaries for my most recent comments.”

Ian Copelin, Investment Management Director