0114 274 7576 fs@knowleswarwick.com
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The importance of a diverse portfolio

The importance of a diverse portfolio

by Gerry Thompson | Dec 29, 2020 | Investments, Wealth planning

The pandemic has highlighted the value of holding a well-diversified portfolio of investments.

Child Trust Funds (CTF) grow up

Child Trust Funds (CTF) grow up

by Gerry Thompson | Dec 15, 2020 | Investments, Savings, Wealth planning

The first Child Trust Funds (CTFs) have reached maturity, but many have been overlooked.

Is your year end financial planning on track?

Is your year end financial planning on track?

by Gerry Thompson | Dec 9, 2020 | Estate planning, Inheritance tax, Investments, Pensions, Tax planning, Wealth planning

Prepared for your year end financial planning? We will give you some ideas for how to manage your finances for the end of the tax year.

Higher education costs: to pay or not to pay?

Higher education costs: to pay or not to pay?

by Gerry Thompson | Nov 17, 2020 | Borrowing, COVID-19, Wealth planning

The Covid-19 pandemic has changed the way higher education is delivered, with a new emphasis on online learning mixed with some in-person teaching. But this hasn’t reduced the cost of going to university and the debt that will come with it.

Sharp fall for UK dividends

Sharp fall for UK dividends

by Gerry Thompson | Nov 10, 2020 | COVID-19, Investments

UK dividends were down more than 50% in the second quarter of 2020, as a direct result of the COVID-19 pandemic.

ESG investment comes into its own

ESG investment comes into its own

by Gerry Thompson | Oct 13, 2020 | Investments, Wealth planning

Taking a more principled approach to investing doesn’t mean you necessarily have to sacrifice returns.

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500 Charlotte Road
Sheffield, S2 4ER

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Knowles Warwick Financial Services and KWFS are trading names of Knowles Warwick Financial Services Limited, registered in England and Wales under company number 07209098. Authorised and regulated by the Financial Conduct Authority, registration number 599270.

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