How to get an investment portfolio designed and balanced for your future.

How to get an investment portfolio designed and balanced for your future. When you are investing money, you want to know that the funds your financial adviser selects are going to meet your need for growth or income. You also want to be absolutely sure that your money is invested in line with your attitude and tolerance towards taking investment risk. When a financial adviser has lots of clients, you want the reassurance that you are not being herded into… Read more »

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Playing the long game.

Playing the long game. I went to buy a bunch of flowers from a florist at the weekend. There was a customer in front of me who wasn’t happy with the limited choice of foliage, and didn’t really believe the florist’s explanation that there were problems with their normal supply of flowers and materials. The pandemic has caused many problems for businesses, and when there is disruption to the chain it can take a long time for all those links… Read more »

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ISA Deadline: Monday 5th April 2021

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 to avoid missing the 5th April deadline. An ISA is the shortened name for Individual Savings Account, which is a savings and investment account that… Read more »

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New (Tax) Year, New Me

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 job this year!” “I’m going to stop watching rubbish on TV!” Usually, by about three weeks in (at best) we’ve broken these new resolutions and… Read more »

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What’s happened to all the toilet paper?

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 few days later, and as if worrying about the potential impact of Covid-19 wasn’t enough, Saudi Arabia and Russia have decided to start a row… Read more »

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Coronavirus’ attack on the markets

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 changes and elections took their toll, it was easy to feel like we were stuck in the middle of an extreme version of the hokey-cokey…. Read more »

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Brexit, Coronavirus, what’s next?

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 cap. Why? Because they make profit overseas and a weaker £ means the same profits are worth more. Anyone who went on holiday whilst the… Read more »

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investment review

Investment Committee – Q3 2019

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 points. And whilst we had Robert Love (Head of Research) and Kel Nwanuforo (Investment Consultant) from Asset Intelligence with us, we took the time to… Read more »

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Investment Update – February 2019

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 of members of Furnley House and chaired by Rob Love from Asset Intelligence. In the video, we’ve asked: Can you tell me what’s happened in… Read more »

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Downing Street

Budget Statement 2018

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 let him get away that easily, so let’s see whether Hammond’s budget delivered a trick or treat… Austerity is over (sort of) Ahead of the… Read more »

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