2020 has been a year which makes investors focus once again on how to insulate portfolios in times of market stress. Head of Investments Roisin Duffy talks about "safe havens" in investing and how we approach this subject at Five Wealth.
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With the emergence of a global pandemic, Tech themes have accelerated in ways we would never have anticipated and the recognition of this has been seen recently with technology sectors continuing to outperform this year.
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We're pleased to welcome Aidan France and Sam Sharkey to Five Wealth.
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The Five Wealth Introduction to Finance event will be completely online and will take place over 4 days. With 1 session per day beginning on the week commencing 17th August. Each session will start at 11:00am and will be approximately half an hour.
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As investment markets have staged a remarkable recovery since the March lows, we feel this is a good time to reflect on what has occurred over the past few months and where we see the outlook from here.
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In order to stop ourselves going completely crazy in lockdown (or to speed up the crazy process, whichever way you want to view it) we’ve been running a photo challenge within the team.
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Thoughts from Rick after achieving Chartered Financial Planner status - well done from all at Five Wealth!
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Thoughts from our Head of Investments, Roisin Duffy...
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As we enter the 2020/21 tax year, we thought it would be useful to provide a summary of the main tax allowances available to individuals.
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News of the spreading virus and the unprecedented response from governments around the world continues at a pace. What we are now witnessing is a simultaneous and voluntary shutdown of the global economy and this has unsurprisingly sent shockwaves through investment markets.
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