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.

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.

Lockdown savings boost

Lockdown savings boost

by Gerry Thompson | Oct 6, 2020 | Investments, Savings, Wealth planning

A surprising number of people have picked up the savings habit in recent months as lockdown has curtailed opportunities to spend. How can this unexpected nest egg be put to good use?

Child Trust Funds: a useful nest egg

Child Trust Funds: a useful nest egg

by Gerry Thompson | Sep 9, 2020 | Estate planning, Investments, Tax planning, Wealth planning

The first Child Trust Funds (CTFs) are due to mature this September, giving those who turn 18 in that month access to a useful nest egg.

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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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