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Rebecca O’Connor

  • Why should I invest in an IPO?

    Companies choose to make an Initial Public Offering (IPO) mainly to raise funds for future growth but sometimes it can also be to increase the awareness or stature of the company. This is often to the tune of hundreds of millions of pounds – so they have to have a solid, long-term plan in place to satisfy the requirements of the exchange they are proposing to list on (e.g. the London Stock Exchange) as well as the UKLA (UK Listing Authority).

  • What is ESG and why does it matter to my investments?

    ESG is an increasingly popular investment approach that takes into account Environmental, Social and Governance factors - not just financial factors - when assessing whether to buy shares in a company.

  • What you need to know about impact investing

    Impact investing (so-called because the stocks and funds on offer have a positive impact on society, or the environment, or both) is fast gaining followers, not just for its morally virtuous stance, but also for its returns.

  • What are the best performing funds over five years?

    A performance horizon of five years is generally accepted as a good barometer for a fund’s overall success. A one-year time scale isn’t long enough to judge whether a fund looks like a good long term bet for your money.

  • Investment and retirement considerations for self employed

    You might enjoy the benefit of being in charge of your own work, but you can end up paying for this freedom in other ways. All companies that employ people now have a responsibility to provide pensions to their employees, but it’s just one of the many things a self-employed person will have to take care of themselves. So if you are self-employed, you risk being left behind when it comes to retirement saving, as well as other long-term benefits - unless you take a few simple steps.

  • Expectations vs. Reality: The increasing gap affecting retirement

    Retirement is an increasingly expensive business. Life expectancy and the cost of living for retirees are rising. So what you are expecting to be enough to keep you going when your working days are done is unfortunately not what you are likely to get.

  • How to provide an early inheritance for your family

    If you have assets you always imagined you’d pass down to family members, perhaps so that your grandchildren could buy a first home or pay for university education, you could be in for a wake-up call.

  • Pension vs. ISA - How does the tax work?

    If you are planning your own retirement savings on top of any workplace scheme you might have, then trying to choose between the many different options could leave you confused and frazzled.

  • Pension vs. ISA - How does the tax work?

    If you are planning your own retirement savings on top of any workplace scheme you might have, then trying to choose between the many different options could leave you confused and frazzled.

  • Investment and retirement considerations for self employed

    You might enjoy the benefit of being in charge of your own work, but you can end up paying for this freedom in other ways. All companies that employ people now have a responsibility to provide pensions to their employees, but it’s just one of the many things a self-employed person will have to take care of themselves.

  • Expectations vs. Reality: The increasing gap affecting retirement

    Retirement is an increasingly expensive business. Life expectancy and the cost of living for retirees are rising. So what you are expecting to be enough to keep you going when your working days are done is unfortunately not what you are likely to get. Unless you save as much as possible now into a pension, any money worries you are having today could follow you into old age.

  • Pension vs. ISA - How does the tax work?

    If you are planning your own retirement savings on top of any workplace scheme you might have, then trying to choose between the many different options could leave you confused and frazzled.

  • Cash ISA vs. Stocks and Shares ISA

    It can be tricky to work out how to organise your investments to make the best use of tax allowances and optimise returns. If you are thinking about opening an ISA or topping up your current ISA, you are likely to face a decision over whether to go for stocks and shares, or cash, or a bit of both.

  • How to provide an early inheritance for your family

    If you have assets you always imagined you’d pass down to family members, perhaps so that your grandchildren could buy a first home or pay for university education, you could be in for a wake-up call.

  • Pension vs. ISA - How does the tax work?

    If you are planning your own retirement savings on top of any workplace scheme you might have, then trying to choose between the many different options could leave you confused and frazzled.

  • What are the best performing funds over five years?

    A performance horizon of five years is generally accepted as a good barometer for a fund’s overall success. A one-year time scale isn’t long enough to judge whether a fund looks like a good long term bet for your money.

  • What you need to know about impact investing

    Impact investing (so-called because the stocks and funds on offer have a positive impact on society, or the environment, or both) is fast gaining followers, not just for its morally virtuous stance, but for the returns, too.

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