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Waverton

Budgeting & Financial habitsSavings & Investments

Get rich-quick schemes: financial fraud nets millions for organised crime scammers

Reading time: 2 minutes > Fraudulent get-rich-quick schemes are netting millions for organised crime. But investment scams can be difficult to spot because they’re designed to look like genuine investments, with most scammers having a professional-looking website and documents. In the first six months of last year, across all categories of financial fraud, a total of £207.5 million was stolen…
Waverton
April 17, 2020
Protection

Have you planned for the unexpected? One in eight homebuyers don’t discuss their protection needs

Reading time: 2 minutes > Buying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs. The most common types of mortgage protection usually consists of mortgage life insurance with critical illness cover and mortgage payment protection insurance (MPPI). Nobody wants…
Waverton
March 27, 2020
Business & Employment

Employee well-being: Active steps to make sure your people are happy, healthy and financially sound

Reading time: 2 minutes > Employee health and well-being is high on many businesses’ agendas and is no longer merely an afterthought when addressing sickness absence. There is an obvious link between a happy, healthy workforce and improved productivity. The aim should be to reduce direct healthcare costs, build and sustain high employee morale, drive effective recruitment and retention, improve…
Waverton
March 24, 2020
Budgeting & Financial habits

Discover a clearer financial future: professional financial advice tailored to you

Reading time: 4 minutes > It’s often a common fallacy that only those that are wealthy have any need for professional financial advice. Regardless of how careful you are with your money, dealing with the tricky intricacies of taxation, investments and financial regulations can be difficult for even the most money-conscious of earners. However, when it comes to financial planning…
Waverton
March 20, 2020
Savings & Investments

Millennial Money: Social and environmental good as well as financial returns

Reading time: 2 minutes > Building wealth for the future is important, but increasingly people want their investments to do more than make money. Investing ethically means different things to different people. According to a new global survey, almost eight out of 10 millennials now prioritise socially responsible and impactful investing. Environmental, social and governance issues are now their top…
Waverton
March 17, 2020
Savings & Investments

Inflation Matters: One of the biggest threats to the health of your investment portfolio

Reading time: 2 minutes > If you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets. Is inflation finally returning to Western economies, aided by the ‘Trumpflation effect’? It’s been described as a ‘hidden tax’ because of the consistent…
Waverton
March 10, 2020
Waverton Wealth

Meet our Apprentice: Harry Barclay

Reading time: 2 minutes > Last week, 2nd-6th March was Modern Apprenticeship Week so we decided to shine the spotlight on Waverton's first ever apprentice, Harry Barclay who is signed up to the Modern Apprenticeship Scheme in Scotland. We asked Harry a few questions about his role at Waverton and we hope you enjoy this brief insight into day-to-day life…
Waverton
March 9, 2020

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