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Has your current adviser ever asked you these 7 essential questions?

Has your current adviser ever asked you these 7 essential questions?

Traditionally, Financial Advisers concentrate on selling you a financial product to fix a ‘problem’, rather than tackling proper financial planning focusing on the most important thing; you. People value a service that relates their goals and dreams; their ‘life plan’.  They want clarity about what their financial future looks like, rather than being sold a …

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Are you spending it like you stole it?

Are you spending it like you stole it?

Turn on the TV; you can’t avoid the adverts. Open a newspaper or a magazine, and you’re hit full in the face by expansive, full-colour montages selling you the dream – showing precisely what you need to buy to make you desirable, to make you exceptional; to make you and your life perfect. Watch YouTube?  …

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Market Summary – April 2018

Market Summary – April 2018

After a volatile start to the year, with falls in February and March, equity markets rallied to some extent in April. UK Key for April was the disappointingly weak, and lower than expected, 1st quarter GDP growth rate. The weak GDP growth reduced the likelihood of an interest rate rise in May which in turn …

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Market Summary – March 2018

Market Summary – March 2018

March saw a generally a downhill trend for major markets with investors displaying some nervousness catalysed by President Trump’s China targeted trade tariffs also hitting European and other allied markets leading to fears of a global trade war further depressing markets. United Kingdom In the UK, although Brexit negotiations moved forward, the economic landscape remained …

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What the rich teach their kids

What the rich teach their kids

I recently re-read Rich Dad Poor Dad by Robert T.Kiyosaki and wanted to share the key financial lessons with you.  This book is all about transforming your income so that your money works for you, rather than you having to work for your money, a subject I am obviously very passionate about! This semi-autobiography shares Kiyosaki’s financial …

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6 points to consider before investing in luxury products

6 points to consider before investing in luxury products

Is buying, or investing in, luxury items always a wise decision? Are diamonds and handbags really your best friends? Are paintings a worthwhile investment? In this post, we take a look at a few of the more ‘perturbing’ aspects of the luxury product industry. A recent ruling by the European Court of Justice (ECJ) about …

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Landmark Post-Brexit EU Residency Ruling

Landmark Post-Brexit EU Residency Ruling

More than a million British nationals live in EU countries. Last Wednesday, a group of Brits living in the Netherlands won a landmark ruling that may affect them all. The group’s case will now be passed to Europe’s top court, the European Court of Justice (ECJ) in Luxembourg. They hope that the ruling will give …

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Paul Evans gives his time for Unicef

Paul Evans gives his time for Unicef

At United Advisers, we strive to make a positive difference, not only for our clients but also for others. We engage with as many charitable events as possible.  Previously this includes bike rides, beach cleanups, and even a swim from Alcatraz to the mainland.  This year Paul Evans, Director at United Advisers Group, opted for …

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Should I transfer my pension as an expat?

Should I transfer my pension as an expat?

Expats often ask us whether they should transfer their pensions from their current UK schemes to an international scheme with a potentially more advantageous structure, like a Qualified Recognised Overseas Pension Scheme (QROPS) or Self Invested Personal Pension Scheme (SIPPS). When we talk to them we also hear a fair amount of confusion about what …

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Brexit and the Spanish property market

Brexit and the Spanish property market

Spain has always been one of the most popular countries for Brits buying abroad, but with Brexit underway and the exchange rate in a state of flux, overseas property and finance expert Simon Conn has been looking at the current state of the market. Simon explains the current state of play: “Spain is still in …

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