Category Archives: News Pieces

The Wealth Advisory’s Eight Tips to Investing

Investment TipsThe Wealth Advisory team pride themselves on their relationship with their clients and encourage them to look at their whole investment strategy, goals, criteria and current portfolio. As part of what they do, they wanted to share 8 tips which they feel are key for investors to pay attention to and follow before embarking on any new investments.

Below please find the list, in no specific order, as they are ALL relevant:

1.       Due Diligence

Make sure you do sufficient research on the companies involved, the investment process, the best and worst case scenarios and how your funds will be returned to you. Familiarise yourself with what it is you are investing in and look for third party verification.

2.       Diversity

If you control the downside and diversify your holdings and investments, the upside will take care of itself. Make sure that your money is working its hardest for you, but don´t over expose yourself to too much risk or to too much in one investment. Likewise don´t be too conservative and hold too much in bank accounts or ISA´s generating low income. There should be a good split of cash in the bank, property, stocks and alternative investments.

3.       Independent Advisors

Appoint a trusted advisor. Get to know them and the company they work for. Look for track records and history of success. Don´t be pushed into anything, advice should be purely that, advice, and you should be comfortable and make the final decision. Your advisor should look and advise on your portfolio as a whole and look to build on areas where your portfolio is particularly weak or under-performing.

4.       Tax

Don´t be afraid of tax, if you are paying it on investments it means you are making money. However you should plan and look for ways to offset and reduce your tax bill through efficient tax investments and schemes, as well as using the tax free allocations available to all family members.

5.       Capital Growth

In your portfolio, you should have some investments that are there for the specific purpose of capital growth, i.e. your investment capital will increase in value over a mid to long period of time. Prime examples of these sort of investments are real estate.

6.       Income Generating

As well as capital growth, part of your portfolio should also be generating you a regular income, which you can either then use as part of your disposal income or use to reinvest in something else.

7.       Investment Timeframes

Be aware of what the timeframes are for returns from you investments and plan to have a mixture of short, mid and long term investments in your portfolio.

8.       Investment Amounts

Don´t over exposure yourself, only invest what you can afford to invest, however also making sure that you invest sufficient enough to make it worthwhile investing in the first place!

 

If you wish to have a free portfolio review or discuss anything mentioned above in more detail, please feel free to contact an advisor at The Wealth Advisory on +44 (0)20 7183 1400 or info@thewealthadvisory.co.uk

 

 

The Wealth Advisory attend the premier of Gateway Film´s “Plastic”

Tuesday 29th April, was the premier of Gateway Films´ latest production “Plastic” and The Wealth Advisory were in attendance at the Odeon in Leicester Square along with some selected clients.

Plastic_Premier_PhotoAs well as The Wealth Advisory, many celebrities made an appearance, including the films lead actors Ed Speleers, BAFTA-winner Will Poulter and the gorgeous Emma Rigby. The film has also attracted interest from the major corporations in the market with Paramount securing the UK rights early on. They have been actively promoting the film over the past few months, with prime time TV adverts, posters, adverts in the UK press and magazines, all culminating in this high profile premier in Leicester Square.

“Plastic” is based on a true story of a group of friends who managed to infiltrate one of the biggest credit card companies in the world and somehow pull off a diamond heist on a scale never seen before in British history. Producer Terry Stone believes it is this fact that will make it even more appealing to the public, to think that in this day and age that credit card companies can still be penetrated.

“When I first took the script to some initial meetings, people told me it was too unrealistic and unbelievable, that was until I told them this actually happened and I had spent a few months with a member of the gang who pulled it off, gathering as much information and detail as I could.”

With this film set to be a huge international success, Gateway Films are already working on their next few projects, with funds being raised for both The Messenger and Away through The Wealth Advisory, the former of which is likely to be released before the end of the year.

Managing Director of The Wealth Advisory, David Martin is very optimistic about the future.

“Working with a company such as Gateway is fantastic for us and our clients; there is an unlimited upside with negated risk and these guys just seem to have a model that works in making successful films”

Gateway Films structure their film projects uniquely in that they try to alleviate as much risk for the investor as possible. They have a 100% record of producing films on time and on budget which separates them from the competition and additionally with HMRC EIS Tax incentives in place, the potential downside is limited making it a hugely exciting prospect for all involved.

If you are interested to be a part of Gateway Films next success, please contact The Wealth Advisory on +44 (0)20 7183 1400.

Terry Stone meets ‘The Wealth Advisory’ team

14On Monday 10th March Terry Stone, producer, actor and founder of Gateway Films, flew out to Marbella, Spain, to meet the investment advisors at The Wealth Advisory (TWA) who are raising funds for his latest project – The Messenger.

He took time out of his busy schedule to meet with The Wealth Advisory to discuss current and future projects. Having just begun the first project together early in 2014, it has come as little surprise that already we are well on the way to raising the required funds for Gateway’s upcoming release – The Messenger.

“By the summer, all going well, we should be able to start shooting and of course all investors are welcome to come along to watch, as well as have a walk-on part if they wish” Terry Stone

Terry has welcomed TWA clients already signed up for The Messenger, to the premier viewing and red carpet event of Gateway’s latest release – Plastic

Plastic, Gateway’s latest production is due for release April 2nd and was recently sold to Paramount. The film is based on a true story, where a gang of friends attempt to infiltrate one of the biggest credit card companies in the World. The Team at The Wealth Advisory were given a sneak preview of the trailer and this is due to be shown in cinemas from Friday, preceding films rated 12A and upwards including the new Spiderman.

Looking to the future, Terry and Gateway Films have a number of planned projects and expect to utilise the exclusive relationship they have with The Wealth Advisory in order to continue with their success.

“We already have the next film lined up, a very exciting project starring Oscar winner Jim Broadbent with a double BAFTA award winning Director. The project is called ‘Away’, which I am excited about. Also we have The Shah of Iran, which I am really looking forward to us working on. It should be very exciting and Sir Ben Kingsley has already signed up to play the ‘Shah’ and we  are close to having an award winning director signed, I expect once ready that investors will be keen to invest and this will mean that we will raise the capital required quite quickly”

Gateway Films structure their film projects uniquely in that they try to alleviate as much risk for the investor as possible. They have a 100% record of producing films on time and on budget which separates them from the competition and additionally with HMRC EIS Tax incentives in place, the potential downside is limited making it a hugely exciting prospect for all involved.

The next time the TWA team have scheduled to meet with Terry, it will be on the red carpet at Leicester square. To join them and meet the actors, speak to your advisor regarding investing in Gateway’s latest project.