“Every revolution was first a thought in one man’s mind.”

Ralph Waldo Emerson
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Welcome to Our Blog

News and views for Financial Services professionals

Who is our blog for – and what will we be discussing?

The World of Financial Services

The Tavistock Wealth blog is designed for Financial Services’ professionals. We will discuss various aspects of risk management as well as mitigation of the risks faced by financial advisers today. We will commentate on the volatility of investment portfolios, identifying and recommending a portfolio to a client, the ongoing suitability of the portfolio and the potential risk of client complaints that may arise along the way.

Who is this blog relevant for?

Independent Financial Advisers

 

  • IFAs who run portfolios on behalf of their clients
  • IFAs who outsource their investment management to a 3rd party
  • IFAs who own their own business
  • IFAs who wish to reduce the risk of client complaints

Recent blogs

UK Growth

The long-term growth prospects for the UK economy remain positive and the uncertainties surrounding the Brexit negotiations will fade with the passage of time.

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Rational Exuberance – US Equities

Since its low on the 9th of March 2009, the S&P 500 has gained over 277%, the second longest and third largest gain on record. Understandably, many investors are concerned about the size and scale of the current bull market.

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UK Election – Update

Theresa May finally relented to the mounting pressure from within the Conservative Party and announced that a general election will be held on the 8th of June 2017.

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UK Elections

Theresa May finally relented to the mounting pressure from within the Conservative Party and announced that a general election will be held on the 8th of June 2017.

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US Election

The eagerly anticipated US Presidential election has finally arrived and the latest opinion polls suggest that the result hangs in the balance. Hillary Clinton appears to have a very slender lead…

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Currency Risk

In a recent interview with Proactive Investors, Ben Raven talks about how the last 20 years have seen a fundamental shift away from advisers recommending UK-centric portfolios to a globally diversified approach

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