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Insight and Events

Welcome to the news and views from Absolute Wealth Management! We have a passion for all things financial and want to share the most exciting insights with you to help bring some financial clarity into your life!

Making sure you’re on track to retain your lifestyle in retirement

01 September 2020

Are you going through life with a vague notion that your pension contributions will be enough to give you a comfortable retirement without having done any precise calculations of late? Unfortunately, this means you could be on track for a significant shortfall. 

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Can you ‘trust’ your Life Assurance policy?

26 August 2020

According to some estimates, as few as 6% of life assurance policies in the UK are currently written in the form of a trust, although doing this can be advantageous.

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Where does the value lie in the client/adviser relationship?

19 August 2020

There are many ways that value is expressed in the relationship between a financial planner and a client; the most obvious being the way that an adviser can guide a client towards their financial goals, enabling a client to live the life they want in the future.

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What’s your money personality?

28 July 2020

We all have a different relationship with money. Recognising your money personality can help you better understand yours.

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What does the Bank of Mum and Dad need to consider?

21 July 2020

With many furloughs coming to an end and an increasing number of redundancies being announced, the Bank of Mum and Dad is being asked to step in on a regular basis to help its adult children with their financial commitments. 

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What is the value of advice?

15 July 2020

You’re not going to be surprised that, as advisers, our firm belief is that an advised client will get a better financial outcome than a non-advised client. How to prove, though, that we’re not just biased? What is the actual value of that advice? How can it be quantified? 

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Summer Statement in brief

14 July 2020

The Covid-19 pandemic has had a drastic effect on the global economy, with the IMF predicting “the worst economic downturn since the Great Depression.” The government clearly sees increased spending as an essential part of the country’s route out of this crisis.

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How do you pivot your business?

07 July 2020

Pivot’s one of those words that we’re hearing a lot at the moment; a word usually associated with a ballet dancer, being able to turn nimbly on their ‘pointe’ shoes. But a word that‘s proving equally relevant to businesses as they seek to trade in the new world since COVID-19.

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Focus on the escalator not the yo-yo

01 July 2020

We came across this exchange on Twitter recently: “The stock market is like someone playing with a yo-yo whilst riding the up escalator. The secret is to focus on the escalator and not the yo-yo!”

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0117 907 1965