Seabrook Clark scores a hat trick!

We are thrilled that we have been named, for a third year in a row, as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser. This year the criteria for the award included: a clear strategy for growing the business for the benefit of our clients; demonstrable […]

Our Autumn Budget update

Following the Autumn Budget yesterday, although there were some headline grabbing announcements in respect of extra money for the NHS, there were very few changes announced that affect personal finance. We have detailed the changes that may affect our clients’ personal finance affairs below: We are pleased to hear that the personal allowance tax threshold […]

Our commentary on recent market events

As predicted in our Market Overview & Outlook communication, markets have become much more volatile in October spooked initially by a rise in interest rates in the US and the imposition of tariffs on trade by the US and China. The fall in equity markets has been a reaction to the news that the Fed […]

Our investment commentary for Q3 2018 (1 July – 30 September)

Quarter 3 saw the US bull market continue to rally boosted by tax cuts and fiscal stimulus. The Fed’s continued quantitative tightening led to a rise in the price of the dollar which then spelled trouble for emerging markets who borrow in dollars. We saw a significant outflow of investments away from them following China’s […]

Older Person’s Information Day 2018

Last Friday we were delighted to have been invited to exhibit at the Home Instead Older Person’s Information Day in Budleigh Salterton to talk to visitors about care-fee planning, pensions, inheritance tax, investments and equity release mortgages. The day included talks and exhibitors from a variety of organisations, including, Devon County Council, the Alzheimer’s Society, […]

The CityWire New Model Retreat, Hertfordshire

The Seabrook Clark Investment Desk team had the honour of being invited to the CityWire New Model Adviser Retreat event which was held in London earlier this month. Representatives from 20 fund groups held presentations on specific funds they are managing, as well as providing their insight into current market conditions, the challenges facing investors […]

Market Overview & Outlook – September 2018

Seabrook Clark held its quarterly Investment Committee Meeting on Friday 31/08/2018. Matthew Clark, Director and Chartered Financial Planner, led the conversation about the current economic environment, investor sentiment and political climate, and how these are likely to affect our investment propositions. Our current view is that despite the recent political turmoil, the underlying picture is overall […]

The rise in sustainable & ethical investing

We have seen a clear rise in demand for sustainable investment solutions over the past few years, with the highest annual inflow of money into such funds to date over the last year. Investors are becoming increasingly aware of the possibility of investing in high quality ethical funds without having to compromise on return. We […]

Our Investment Commentary for Q2 2018 (1 April – 30 June)

Global markets rebounded strongly in the second quarter of 2018 supported by robust US corporate earnings, the US tax cut and improved sentiment towards the geopolitical situation, particularly in April and May. Global markets ended the first half of 2018 in positive territory, with the UK market surprising some commentators with its resilience, UK exporters […]