by Tony Byrne | Jul 28, 2021 | Tony Byrne's View
A recent survey by Russell Investments has revealed some really insightful findings on intergenerational wealth transfers. A huge sum of wealth is transferred to beneficiaries every single year – whether in the form of inheritance after death or by gifting. However,...
by Tony Byrne | Jul 22, 2021 | Tony Byrne's View
I regularly discuss investment risk with people. It is, after all, a regulatory requirement to assess and regularly review clients’ attitudes to investment risk as well as their capacity for loss. What I have discovered is that most clients’ initial perception of...
by Tony Byrne | Jul 14, 2021 | Tony Byrne's View
I have been a football fan since I was 10 years of age in 1968. I don’t remember showing much interest in football before then so England’s World Cup success in 1966 passed me by. I was only 7 years old, nearly 8, when we won the trophy so you can’t blame me for my...
by Tony Byrne | Jul 7, 2021 | Tony Byrne's View
About 10 years ago I joined the David Lloyd fitness club in Milton Keynes. It seemed a good idea at the time. My membership only lasted 16 months because, quite frankly, I found I wasn’t using it enough to justify the monthly subscription which was about £70 per...
by Tony Byrne | Jun 30, 2021 | Tony Byrne's View
Poor people think that having a lot of money will make them happy and solve all of their problems. Wealthy people know that is not true. The truth is that the wealthier you become the more you become of who you already are. If you are miserly, having more wealth...
by Tony Byrne | Jun 23, 2021 | Tony Byrne's View
Financial well-being has become an increasingly important topic recently, especially in the light of the Coronavirus pandemic which has had such a bad effect on people’s mental health. So what is financial well-being? Financial wellbeing is about a sense of security...
