In: Financial Planning
The private equity ISA: why the smart money is asking hard questions
From this month, UK investors can hold private equity inside a Stocks and Shares ISA for the first time. The industry…
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Is there a bubble in AI stocks
AI stocks have surged since the spring, leaving investors caught between conflicting warnings and bullish predictions. The question…
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Spending and happiness: How to use your money to feel better
Did you know that despite earning more than ever, many people still struggle to feel truly happy? It turns…
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What is your definition of wealth?
Most people define wealth in terms of financial assets. But there are other types of wealth that are just…
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Is there any point in buying an active ETF?
Investments fall in and out of favour all the time. Right now, the investment vehicle everyone seems to be…
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Seven ways to build wealth that don’t involve money
When we think about wealth, we invariably think about money. That’s how we’ve been conditioned. Society tends to view…
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Navigating the decumulation maze
People often tend to focus on the accumulation phase of investing. But the decumulation phase, when you’re spending down your assets,…
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Do you worry about spending money?
For some people, spending money can cause anxiety, even though they have enough. What are the psychological reasons behind this, and…
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rockwealth Norwich has never been busier. Here’s why
MATT FRARY founded rockwealth Norwich in September 2019. It wasn’t the best timing, six months before the first coronavirus…
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Intergenerational financial planning
COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move…
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In the Spotlight: Matt Frary, Managing Director RockWealth Norwich
Matt Frary is a Chartered Financial Planner. He has been advising clients for over 26 years and heads up our Norwich…
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Planning for succession
How will you “slice up your wealth pie?” There is no easy way to say it – anticipating one’s death is…
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Financial resolutions
What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of…
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Cultivate the art of patience
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the…
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