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A Dab Of Investment

Applewood Independent Ltd

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A Dab Of Investment is a show all about making your money work as hard for you as possible. Join David and Alex Pritchard as they share over 30 years of experience as independent financial advisers, and provide you with the information you need to plan for a happy, financially secure future.
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show series
 
Welcome to A Dab Of Investment. In this episode, Alex Pritchard explores some of the key factors to consider when switching jobs or starting a limited company. He also explains how to carry out smart disaster planning, the importance of stalling pension contributions until your company is stable, and why your business needs to be a living, breathin…
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Welcome to A Dab Of Investment. In this episode, Alex Pritchard breaks down some of the available retirement income options and their associated risks. He also explains why low-risk investments could still lead to high losses and how you can keep your pension pot growing as a retiree. -------------------------------------- To get in touch with us, …
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Welcome to A Dab Of Investment. In this episode, David Pritchard breaks down the key factors to consider before selling off your investments and switching to cash deposits. He also explains why medium to long-term investments will always outperform inflation and why time spent in the market is more important than timing the market. ----------------…
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Welcome to A Dab Of Investment. In this episode, David Pritchard explores the world of alternative investments, breaking down the risks involved and what they mean for you. Learn what alternative investments are, the pros and cons of this investment pathway, and why you should NEVER invest in a wine collection as a novice without consulting a finan…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, explain the intricate differences between a financial adviser and a fund manager. He also dissects the fundamentals of a fund, contrasting fund management with the role of gold-standard independent financial advisers. --------------------…
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Welcome to A Dab Of Investment. In this episode, Alex Pritchard tackles an all-too-often overlooked topic: financial literacy for kids. He explains why starting early can make all the difference and how parents can help shape a financially savvy future generation. -------------------------------------- To get in touch with us, please visit our webs…
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Welcome to A Dab Of Investment. In this episode, we take a deep dive into the world of generational retirement planning with Alex Pritchard, Joint MD of Applewood Independent. Alex shares tailored retirement strategies for each generation - Gen Z, Millennials, Gen X, and Boomers. He also explains the best time to bring a financial adviser on board,…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, give an update on the state of play within the UK. David discusses whether the UK is in a recession or not, including the various macroeconomic factors that have led to the current state of play. He also shares his thoughts on what is to …
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the most important things to look for in a financial adviser. He takes us behind the scenes, exposing various secrets of the industry; why working backwards from a retirement goal can be beneficial to some clients; and how the bes…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, point out 10 ways to spot an investment scam. He takes us through the list, expanding upon why it's so crucial to be sceptical at times; the importance of doing your due diligence at every step; and how to perform a "sense check" with som…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss various vital elements of tax planning. He talks about why it's so important to become more tax efficient; how consistency is the key to making the most of tax breaks; and why it will only become more important as the government's…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, discuss a variety of global investing strategies. David highlights the differences between various markets, including North America, Europe and Asia. He also shares why picking the right funds and having enough diversification can provide…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, give us an update on the global stock market. David reflects on the “perfect storm” of 2022 and its impact on the financial landscape. He also shares his expert analysis of the key metrics to anticipate this year, along with the most prof…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, talk about the advantages and disadvantages of DIY investing. He also highlights the most important reasons why taking care of certain investments yourself can frequently lead to underperforming portfolios, and explains why due diligence …
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss various vital elements of an investment fund. He talks about how to go about choosing the right investment fund in the first place; why a diversified portfolio matters so much; and he shares the single biggest secret that can dete…
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Welcome to A Dab Of Investment. In this episode, we hear David and Alex Pritchard together once more on the podcast, and they give us an update on the state of play regarding various emerging markets around the world. They discuss why using active fund managers with their fingers on the pulse is crucial when debating the merits of investing in emer…
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Welcome to A Dab Of Investment. In this episode, we hear David and Alex Pritchard together for the first time on the podcast, and they give us an update on the Jeremy Hunt's recent Budget announcement. They break down a few of the most noteworthy moments and what it could mean moving forward, as well as offering some choice advice to the Chancellor…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, talk about the various supporting roles his company plays within the local Nantwich community. He also explains why it has remained so important for Applewood to provide sponsorship and support to so many organisations in the surrounding …
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, break down parts of the recent budget and the subsequent tax implications so that proper tax planning can be carried out before the end of the tax year in early April. Carrying out proper tax planning could make you much more tax efficien…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, give us an update - and opinion - on the US stock market. He talks about some of the key metrics, and explores why the US may still be potentially overvalued in various respects. Alex also explains how US tech stock opportunities are look…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, give us an update on the UK market. Alex looks into some key metrics to keep an eye out for in 2023 and discusses why the UK is still overlooked by many investors despite the FTSE being close to all-time highs! ---------------------------…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, talk about the opportunities and potential pitfalls when investing for children and grandchildren. He also covers various types of investments, some of which can be particularly beneficial to the recipients over the long term. -----------…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, explain how the right advice at troubling times can help beneficiaries navigate the testing waters of losing a loved one. He also sheds light on the importance of paying attention to inheritance tax, and the various ways in which it can b…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the topic of Risk Mitigation. Mitigating risk can come about in a variety of ways. Alex goes through some of the unseen risks that may erode your portfolio's potential - particularly the ones that many financial advisers fail to c…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the topic of Flexible Access Pensions. What precisely are Flexible Access Pensions and what benefits do they provide? Alex goes through some fascinating case studies and delves into the underlying numbers which could prove life-ch…
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Welcome to A Dab Of Investment. In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the issue of recession in the UK. What is the current state of the economy and how prepared should you be? Is it something to worry about, or could this potentially be a golden opportunity for investing in undervalued companies? -…
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Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, explain the intricate differences between a financial adviser and a fund manager. He also dissects the fundamentals of a fund, contrasting fund management with the role of gold-standard independent financial advisers. --------------------…
  continue reading
 
Welcome to A Dab Of Investment. In this episode, we hear the Founder of Applewood Independent, David Pritchard, discuss how to invest so that you don't lose all your money. Giving an overview of the market, he highlights the key aspect of investment which is most likely to minimise your risk - and potential losses. ---------------------------------…
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Welcome to A Dab Of Investment. In this episode, we hear the Managing Director Applewood Independent, Alex Pritchard, discuss whether buy-to-lets are still an attractive investment. When considering the rising level of interest rates, as well as fewer tax breaks for landlords, is this the right time to be entering this particular market? ----------…
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Welcome to the brand new A Dab Of Investment podcast. In this introductory episode, we hear the Managing Director of Applewood Independent, Alex Pritchard, explain the significance behind the name of the podcast - and what to expect in future episodes of A Dab Of Investment. -------------------------------------- To get in touch with us, please vis…
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