Introducing the Omnis Fund Managers

October 25, 2018 7:47 am

An introduction to the fund managers who work with Omnis, how we select them, how we monitor them and what... View Article

Working with your Adviser

October 25, 2018 7:44 am

An explanation of how we work together to develop a financial plan to support your life plan, by investing in... View Article

Bath Financial Planner – Newsletter

October 15, 2018 8:02 am

We’ve scoured the global news headlines to recap the most significant geopolitical and economic events which took place in the... View Article

Market Update- September

October 4, 2018 10:41 am

Dear clients, prospective clients, friends and family, For all golf and sport (in general) fans, September ended with an emphatic... View Article

Tax planning using an employer’s pension contribution.

September 27, 2018 8:52 am

Employer pension contributions are one of the most tax-efficient ways for a business to remunerate their key employees. In theory,... View Article

2018: the half year report

August 7, 2018 8:56 am

The first half of 2018 had no shortage of political tussles and diplomatic standoffs to deliberate on. Here, we consider... View Article

The gender pension gap

August 7, 2018 8:54 am

If you overheard a conversation about the gender gap, you might automatically think about it in terms of pay, given... View Article

Long-term investors needn’t fear volatility

August 7, 2018 8:52 am

You may have read in the press that markets have been particularly volatile in 2018. But what does this mean... View Article

Advice matters – whatever stage in life you’re at

August 7, 2018 8:51 am

The financial products and services we need to navigate through life will change with our circumstances. In the early years,... View Article

Are you thinking of downsizing?

August 7, 2018 8:45 am

According to a survey by Lloyds Bank, 45 per cent of empty nesters have no plans to downsize, despite the... View Article