Whether you are an experienced investor or you are starting to save and invest for the first time, we are here to help you get the most from your 2020/2021 ISA allowance. With just five weeks left until the end of this tax year, now is a good time to get organised if you want… Read more »
Read more…
On the first of January it is customary for us to step forward with our best laid plans as we proclaim “this is going to be the best year ever!” and “this is going to be my year!” Such bold statements are usually followed by: “I’m joining the gym!” “I’m going to get a new… Read more »
Read more…
Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested. What’s happened to all the toilet paper? In our previous blog we talked about how the Coronavirus outbreak was impacting markets. Just a… Read more »
Read more…
Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested. Coronavirus’ attack on the markets For investors the last couple of years may not have made comfortable viewing. As Brexit negotiations, Prime Minister… Read more »
Read more…
23 June 2016 was a day that divided the country and Brexit became real…1,343 days later, we’re now leaving the EU after numerous conversations, promises and ups and downs! But what does it mean for investments? We understood a leave would mean devaluation of sterling. Not so bad for exporters and brilliant for FTSE large… Read more »
Read more…
Last week we held our quarterly investment committee with our investment partners, Asset Intelligence. The purpose of the investment committee is to review our investment portfolios, understand what’s gone well, what could be improved, and finally, discuss what global events are coming up that may impact the portfolios. Below is a summary of the key… Read more »
Read more…
Our investment committee met at the end of January to review the last quarter and we wanted to share a summary of the discussions. So we’ve put together a short video where we asked members of the Investment committee their thoughts on what’s changed in the last few months. Our investment committee is made up… Read more »
Read more…
This was the first budget statement delivered on a Monday since 1962, and the last budget delivered before the UK officially exits the European Union. Philip Hammond brought the budget statement forward from the traditional Wednesday, primarily to avoid the press using Halloween related headlines. Unfortunately for him, I don’t think many are going to… Read more »
Read more…
This headline about increased interest rates is definitely the most popular in Financial Services today: “The Bank of England has increased interest rates to their highest level for almost a decade…” It’s only the second rise since the financial crisis in March 2009 and the rate has increased from 0.5% to 0.75%. All the news… Read more »
Read more…
It’s coming home, it’s coming home, football’s coming home… Whether intentional or not, over the last couple of weeks you’ll have found yourself continuously singing this under your breath. This zombie like movement hails to the fact that for once England are doing rather well at the World Cup. In fact this is England’s most… Read more »
Read more…