As dedicated systematic investors [1], we constantly strive to enhance our approach, ensuring it aligns optimally with our financial objectives. In recognition of the inherent unpredictability of short-term market movements, we resist the urge to time …
Client Services Administrator Elliot tells us more about himself: Q: What has been the journey that has led you to become a Client Services Administrator? After leaving Sixth Form I decided to go back to college to train in Accounting & Finance. Wh …
The UK tax code is now more than 20,000 pages long, comprising over 1,000 tax reliefs and exemptions. At around 10 million words, it’s 12 times the length of the Bible. It’s natural to be bewildered by tax planning, but it doesn’t have to be. When deal …
Financial Planner David tells us more about himself: Q: What has been the journey that led you to becoming a Financial Planner? My journey began in the early 90s working for an Italian insurance company in London. I gained experience over the years wo …
A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once they do decide, they often find themselves lost at sea in the wrong boat with inadequate provisions. This piece is b …
The Chancellor promised a Spring Statement devoid of mini-Budget trappings, and that is precisely what he delivered. He announced no new spending or tax measures, despite the Office for Budget Responsibility (OBR) providing a marginally more upbeat for …
Citywide Financial Partners on avoiding stock market stress, understanding market fluctuations and making effective investment decisions during periods of market volatility. Worst week for FTSE 100 since 2016 as Dow Jones closes higher after late rally …
After a period of relative calm in the markets, in recent weeks the increase in volatility in the stock market has resulted in renewed anxiety for many investors. Our investment partners, Dimensional Fund Advisors, give their view: While it may be diff …
With new legislation, MiFiD II, coming into effect we’ve put together some questions and answers to help you understand the impact on you. What is MiFID II? Markets in Financial Instruments Directive II (MiFID II) is a European-wide legislative framewo …
If you’re serious about enjoying a comfortable retirement with an adequate pension, then you need to get serious about obtaining the professional advice you need to achieve your objectives. Pension planning is notoriously complex and it’s all too easy …
Executive Assistant Natalie tells us more about herself: Q: What has been the journey that led you to becoming a Executive Assistant? I joined Citywide Financial Partners at the end of 2017 following on from 3 years in the hospitality industry. I worke …
For more than 13 years the team at Citywide Financial Partners have aimed to provide clients with robust investment management. Citywide Financial Partners focuses on a set of key principles for improving your chances of investing success. A recent re …
If the chancellor was asked to produce a Budget that would not rock the political boat, then it looks as if that is what he has delivered. The total net cost of his policy decisions for 2018/19 was a little over £6 billion with just £1.585 billion attr …