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Investment Committee Updates: Changes to Portfolios

Investment Committee Updates: Changes to Portfolios

Changes to Model Portfolios In June 2021, the Investment Committee made changes to the Model Portfolios that form 75point3’s Centralised Investment Proposition. The first of these changes related to the underlying investment holdings that make up the model portfolios....

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We’re Hiring: Financial Services Assistant

We’re Hiring: Financial Services Assistant

Due to continued growth. We have a further vacancy for a full-time Financial Services Assistant to join our expanding team in St Asaph. The successful candidate will work in a team that deals with client queries, relating to life assurance, pension and investments as...

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We’re Hiring: Paraplanner

We’re Hiring: Paraplanner

75point3 is a general practice IFA firm which operates throughout Wales. We also have offices in the North West, Shropshire and Bristol. We are looking for an experienced paraplanner to join our busy advisory team. Ideally you will be a dedicated and committed person...

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Take a look at ‘Your Mortgage Journey’ with 75point3

Take a look at ‘Your Mortgage Journey’ with 75point3

At 75point3 we understand that life is busy, and when it comes to moving house there are a variety of factors to consider, all at once. Which may have you feeling overwhelmed at the task ahead. Finding the right mortgage can seem like a daunting task, but not only do...

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Helping Your Child Buy a Home: Bank of Mum and Dad and More

Helping Your Child Buy a Home: Bank of Mum and Dad and More

It’s a difficult time for young people to get onto the housing ladder. The age of the average first-time buyer is now around 33, largely because the costs of renting reduce the amount they can save towards an upfront deposit. As well as offering valuable, non-monetary...

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Help to Buy and Other Options for First-Time Buyers in 2021

Help to Buy and Other Options for First-Time Buyers in 2021

If you’re a first-time buyer, there are a number of options that could get you on the housing ladder faster, if saving for a traditional 10-15% deposit is going to take a while. Below, we’ve outlined three major incentives that could help you find your own place...

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Investment Committee Report February 2021

Investment Committee Report February 2021

Investment Committee TeamOur investment committee is made up of investment experts from 75Point3 and Dragon Investment Managers. Each member of our committee takes a proactive role in monitoring our investment proposition. They are committed to providing an ongoing...

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Investment Committee Report – January 2021

Investment Committee Report – January 2021

Investment Committee TeamOur investment committee is made up of investment experts from 75Point3 and Dragon Investment Managers. Each member of our committee takes a proactive role in monitoring our investment proposition. They are committed to providing an ongoing...

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Investment Committee Report December 2020

Investment Committee Report December 2020

Investment Committee TeamOur investment committee is made up of investment experts from 75Point3 and Dragon Investment Managers. Each member of our committee takes a proactive role in monitoring our investment proposition. They are committed to providing an ongoing...

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