Information for UK Nationals in the EU
As the Brexit saga continues it can be hard to know where to turn to for information. The CAB in Spain has a page dedicated to sharing information for UK Nationals in the EU. You can access that page HERE. In summary Your right to stay in the EU will depend on your nationality, your residency, your …
Where to buy an overseas property in 2019
With Brexit decisions and implications clearly on the horizon, trying to predict which road the overseas property market is going to go down this year is not easy. Simon Conn, the UK’s leading overseas property professional and financial expert, gives us his insight into buying overseas property in 2019. Looking back at 2018, it was …
Market Commentary – January 2019
Yuletide volatility as world equity markets see worst December in decades While December saw no major changes in current events around the globe, market effects during a season of traditionally thin trading markets, was to elevate volatility. Although it appears 2018 ended on an uncertain note, it’s worth bearing in mind that in the majority …
Financial planning before you hit 40
They say that ‘life begins at forty’, but does that mean you should wait until then to start saving? The simple answer is NO! When we’re talking about putting money aside for your future, the sooner, the better. The earlier you start saving, the sooner you take advantage of compound interest and the quicker your …
Should you trust a financial adviser?
With any relationship, whether we’re talking about family, finance or romance, trust is everything. In today’s ever-shifting financial landscape, a financial advisers’ level of ‘trustworthiness’ is an increasingly important attribute. So why, you may ask, do you need a financial adviser, a financial planner, or both, in the first place? Like any industry, the financial …
Silver linings playbook
Is there a silver lining when it comes to Brits leaving Spain? Our overseas property and finance expert Simon Conn has identified potential opportunities following reports that a number of British residents are leaving Spain. Spain’s National Statistics Institute revealed a drop in the number of Brits living there in the last five years. However, …
Spotlight Interview with Jonathan Pace
Jonathan joins our Luxembourg team from an engineering and corporate development background with an MBA in finance and specialises in helping clients achieve financial independence through Lifestyle Financial Planning. Outside of work Jonathan sits on the Board of a Luxembourg NGO that raises funds for children in Johannesburg with life-limiting and life-threatening illnesses; their current …
Brexit update and market review
While the majority of markets dipped during October, Brazil’s stocks rose on a wave of optimism following the election of the opposition Workers Party ‘market-friendly’ Jair Bolsonaro to the Brazilian presidency. Globally, however, stocks fell, fueled by falls in the so-called US tech-driven ‘FAANG’ stocks, earning the month the title ‘Red October’. During October the …
Being a financial adviser and planner in 2019
At United Advisers Group we don’t like standing still. The industry is changing rapidly, as are the needs of our clients. In this article we talk about the changing investment landscape, what we’re doing to respond, and the key steps we’re taking to improve the service we deliver. Changing demographics and the impact on advice …
Market commentary – October 2018
While Europe and Japan growth rates have slowed this year the US economy has experienced strong growth, so US Portfolio exposure applies portfolio construction and risk management parameters to criteria that reflect a positive US economic view. With that in mind, this month’s market summary focusses on the US economy and reasons to be positive …