NEWS

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Eva Wealth

Is the UK’s Future in the Far East?

13/07/21

In April it was announced that the UK and Australia had agreed the “vast majority” of a trade deal. Although talks between International Trade Secretary Liz Truss and her Australian counterpart broke up without a deal, both countries were “confident that the remaining issues will be resolved.” The final deal is expected to be completed […]

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Eva Wealth

What is Ransomware? And could it affect your investments?

13/07/21

Those of you who follow the news may remember a story from early May. The Colonial Pipeline in the US – which carries 45% of the East Coast’s supply of diesel, petrol and jet fuel – was put out of action by a ransomware attack. The hackers, an organisation called DarkSide, cheerfully acknowledged the attack […]

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Eva Wealth

July Market Commentary

13/07/21

“Amazon made millions but paid no tax.” You can substitute Facebook or Google for Amazon and, these days, you can probably substitute “billions” for “millions” but it remains a story we’ve told countless times. One of the tech giants has reported bumper revenues and/or profits and while doing so paid less tax than a moderately […]

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Eva Wealth

Lockdown leads to record number of new businesses

10/06/21

In the middle of May pubs and restaurants reopened after lockdown. Finally, we could have a drink or a meal inside. But what was noticeable was the number of pubs and restaurants that didn’t reopen. Speaking on the BBC News, the owner of one establishment gave a very simple explanation: “we cannot get the staff.” […]

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Eva Wealth

Is it time to abandon diversification?

10/06/21

For many years it has been the accepted wisdom that you should diversify your investment portfolio. That means diversifying by types of investments – with say, your exposure to the stock market balanced by more cautious investments in bonds and, perhaps, funds that invest in property. Common wisdom says you should also diversify geographically – […]

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Eva Wealth

This pension tax adjustment could make an enormous difference

10/06/21

A suggested tweak to the rules around accessing money from your pension, tax free, could have really positive ramifications for those looking to make the most out of their retirement. Currently, it is not uncommon for savers to withdraw their entire pension pot in cash. In fact, according to the Financial Conduct Authority data, between […]

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Eva Wealth

June Market Commentary

10/06/21

Introduction  In some ways, May was a relatively quiet month. Although, it did bring us the marriage of Prime Minister Boris Johnson, the first PM to marry in office since Robert Jenkinson, 2nd Earl of Liverpool, in 1822. Having eaten a slice of wedding cake and gone straight back to the office, Boris Johnson will […]

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Eva Wealth

The Beijing Billionaires

12/05/21

For the last seven years the title of the city with the most billionaires has been held by New York, but this year a new name has taken over and that city is Beijing. According to the latest Forbes annual rich list, the Chinese capital added 33 billionaires last year, taking its total to 100 – one […]

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Eva Wealth

More than half of UK adults now seek financial advice

12/05/21

As we look back on the 12 months since the UK first went into lockdown one thing is abundantly clear – financially, the last year has been good for some people. We’re not talking about the billionaires who have seen their shares rocket during lockdown but rather the many, many people who have saved money […]

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Eva Wealth

May Market Commentary

12/05/21

Introduction  Some of the numbers in this month’s Bulletin are simply staggering. Whether it’s Amazon’s profits or the ‘investment’ (which could alternatively be considered ‘spending’, depending on your political viewpoint) announced by President Biden. There was a time where the ‘standard unit’ of currency we talked about was a million. Company profits and valuations were […]

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Sarah Roughsedge

Founder, Sarah Roughsedge, launched Eva Wealth to provide a highly qualifed Independent Financial Services company that has women at the very heart of it. Eva Wealth has a rich family heritage and a history of loyalty. We are a family firm, privately owned and fully independent.

Contact

We offer an initial meeting at no cost. If you like what you have read about us, give us a call on 01935 315611 and we will happily meet with you to allow us each to assess whether we feel this is a journey we can embark on together!

Sarah Roughsedge, Founder
Eva Wealth Management for Women
Bay Tree House, Lower Street, West Chinnock, Somerset TA18 7PT

T: 01935 315611
E: [email protected]

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