Fee Update

We have recently reviewed our Client Agreement as part of our commitment to providing a transparent fee structure. Please click here for more details. On 24 October 2015 the Financial Times published an article commenting on a Which? survey about how ‘Most financial advisers fail to publish fees’: [blockquote author=”” link=”” target=”_blank”]More than two-thirds of […]

Citywire German Discussion

Matthew was asked by Citywire to have a telephone discussion with a German independent financial adviser regarding the different factors influencing financial services (September 2015, issue 13).  

Our Investment Commentary for Q3 2015 (1 July – 30 September)

Global markets were extremely volatile this quarter as concerns over China’s slowing economy became more pronounced. The impact was particularly strong on emerging and Asian economies. The MSCI World Index reflected this decline in sentiment across global equities, falling by 8.53%; their worst quarter for 4 years. UK and US Growth Continues Despite the US […]

China’s Troubles

For many years the ease of development of already advanced industrial methods meant high levels of output led growth. Many anticipated this growth path would continue, but recent events have significantly reined in expectations. This has been reflected by what we have seen across global markets in the past few months and most notably on […]

Citywire Income Plus Magazine

Matthew was the cover star for Citywire’s New Model Adviser Income Plus magazine issue 6 in September 2015. For more details of the publication, please see www.citywire.co.uk/incomeplus The article discusses a strategy for preserving income in retirement by constructing an appropriate diversified investment portfolio.  

The Great Fall of China

Investors have been nervous about the slowdown in China’s economy for some time, however, in the last week, this has become a reality for global markets which have experienced a very sharp sell-off.