We have touched on this theme in our other blogs this month. However, it is worth taking a further step back. In the 1990s and before, financial advice was often seen as an exercise in selling a product. During the 2000s, it became more focused on investment performance and adviser-led portfolio management. Understandably, many people

Financial planners talk a lot about financial plans. At Manning Gee Investments, we are no different. However, we do not believe financial planning should start with a product or an investment. How can you know what the right investment looks like if you do not first understand the plan? This is where many people get

When we think about financial check-ins, many of us naturally think about the start of the year. New Year. New goals. A fresh start. However, as we have explored in previous blogs, New Year resolutions often fail. There are many reasons for this, but one simple truth is that real change is usually a journey

Let’s Talk About Money… Or Not. Family Financial Planning is an important topic for many households, even if it’s sometimes a difficult subject to discuss. Most families will happily spend hours discussing the weather, holidays, sport or what they are doing at the weekend. Money is often different. Despite the fact that money touches almost

One of the most rewarding parts of being a parent is helping your children succeed. Retirement Planning for Families is an essential part of securing that future success. Whether it is supporting them through university, helping with a first home deposit, contributing towards a wedding, or simply being there when life becomes difficult, most parents

Family wealth planning is about far more than investment returns. For many families, money represents choices, security and opportunities. It helps provide a comfortable retirement, supports children and grandchildren, and enables leaving a meaningful legacy. The way we think about wealth is changing. Previous generations often passed on property as their primary asset. Today, many

When people think about retirement planning, they often start with a number. “How much do I need?” “Do I need £500,000?” “Do I need £1 million?” Over the last two years, the team at Manning Gee Investments has spent a lot of time examining retirement and what it means to people. It has been a

Most investors do not fail because their portfolio was bad. They fail because they abandon the plan. Or in many cases… They never had a plan to begin with. DIY investing often looks simple. Open an ISA.Start a pension.Buy some investments.Watch them grow. But investing is not just about opening accounts. The real question is:

Why risk is about more than markets, volatility, or losing money When people first sit down with a financial planner, one of the most common things they say is: And that is completely understandable. The word risk often creates anxiety because many people assume it simply means losing money. But in reality, risk is much

A guide from Manning Gee Investments – Independent Financial Planning in Bristol If you spend any time reading financial headlines, it can feel like successful investing is all about knowing when to buy and when to sell. Buy the next Nvidia.Get into Bitcoin before everyone else.Move to cash before markets fall. Simple… isn’t it? Not