M&G Wealth’s Post

H&P Financial Services Weekly - The theme of undervalued UK assets seeing bids from abroad or from private equity, or other catalytic interest, saw yet another example with Elliott Management taking a stake in SMIT. Aquis Exchange looks to us materially misunderstood. We look at deals and results from public and private financials, including M&G, Close Brothers, Litigation Capital Management, Mortgage Advice Bureau and Fintel. https://lnkd.in/gwWGeidW

H&P Financial Services Weekly 26.3.24 - The theme of undervalued UK assets seeing bids from abroad or from private equity, or other catalytic interest, saw yet another example with Elliott Management taking a stake in SMIT. Aquis Exchange looks to us materially misunderstood. We look at deals and results from public and private financials, including M&G, Close Brothers, Litigation Capital Management, Mortgage Advice Bureau and Fintel. https://lnkd.in/gqSVBHcu

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Discussing money with loved ones might seem challenging, but the right approach and support from a financial adviser can smooth the way towards mutual goals. An adviser's expertise can help each person see the broader picture, encouraging collaborative planning without rushing decisions. They can identify shared objectives, ensuring everyone's voice is heard, whether it's about funding care or managing inheritance tax efficiently. By involving an adviser, you ensure a unified strategy that respects individual aspirations. Need guidance with these important conversations? Contact us now. https://lnkd.in/eQGCyjX2 ☎️ 07915469451 The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 8/4/2024 #GreenwoodFinancialAdvice #FinancialPlanning #finances #Money#FinancialAdviser #FinancialAdvice #investment

We're thrilled to share this fantastic review from Bernie, one of our recent clients! Simon helped Bernie navigate the home-buying process with ease and confidence. Get in touch: 📞: 01329 282 882 ✉: fareham@templewealth.co.uk 💻: https://lnkd.in/eM3EVyQg #finance #financialadvice #uk #financetips #wealth #wealthmanager #wealthmanagement

The main attractiveness of holding cash - whether it be in a bank, building society or National Savings - lies in the perception that future returns are more reliable than investing in markets. However, the reality is that returns on cash are only reliable in the very short term. Over longer periods the interest paid on cash is actually a lot more volatile than one might expect. Read our blog: https://lnkd.in/egwb6X-i #money #cash #wealthmanagement #financialplanning #interestrates #investing

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Finance has the power to give directionality to the economy & control of financial levers is political. Watch & read about the discussion on governing finance with Josh Ryan-Collins, Ann Pettifor Ingrid Holmes & Brett Christophers hosted by IIPP here ➡️ https://lnkd.in/eR-ZqU85

'Backward-looking' UK drops out of top ten markets for financial inclusion. The "backward-looking" UK has dropped out of the top ten global markets for financial inclusion, weighed down by lower levels of support from the government and the financial services sector, according to research from Principal Financial Group. Seema Shah. Check out Beth Brearley’s latest article👇 https://incm.pub/4gVLO6U #investing #assetmanagement #wealthmanagement #finance

Discussing money with loved ones might seem challenging, but the right approach and support from a financial adviser can smooth the way towards mutual goals. An adviser's expertise can help each person see the broader picture, encouraging collaborative planning without rushing decisions. They can identify shared objectives, ensuring everyone's voice is heard, whether it's about funding care or managing inheritance tax efficiently. By involving an adviser, you ensure a unified strategy that respects individual aspirations. Need guidance with these important conversations? Contact us now. https://lnkd.in/erXfwmwy ☎️ 07915469451 The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 8/4/2024 #GreenwoodFinancialAdvice #FinancialPlanning #finances #Money#FinancialAdviser #FinancialAdvice #investment