What is a Financial Broker?

February 2, 2021

A Financial Broker is an expert in financial planning matters, providing financial advice to companies and individuals. This service usually includes: personal financial planning, life and serious illness cover, investments […]

Can all income be pensioned?

January 26, 2021

Not all income can be pensioned. Only income that comes from a trade, profession or occupation, usually called “earned income” can be pensioned. Earned income is assessed for income tax […]

Lessons from 20 years of investing

January 19, 2021

We now live in a fast-paced, digitalised world, where everybody is connected via markets and the internet. We are directly affected by news and events on the other side of […]

Investing has changed

January 13, 2021

In the high-speed world we live in, many of the traditions and norms from the past have gone out the window. Negative interest rates and negative oil prices have been […]

Can I invest in Index Funds?

January 13, 2021

Adelphi Financial Brokers, in association with iCubed, have developed a range of five sample model portfolios using Index Funds managed by Vanguard. These portfolios offer low cost exposure to global […]

Greedy Innkeeper or Generous Capitalist?

December 24, 2020

A version of the following has been published every Christmas since 2009 by First Trust Global Portfolios Limited. The Bible story of the virgin birth is at the centre of […]