Investment Market Gains Hit by Sterling Strength in November 2013
The US equity market reached a record high in November, the S&P500 rising 3%, although the gain for a sterling investor was pared back to just 1% due to sterling strength.
Honour for financial planner Matthew Clark
Matthew Clark has just been named a finalist in the national Chartered Financial Planner of the Year Award.
Investment Experts make the Finals in under 12 months
Matthew Clark has just been awarded finalist in the national Chartered Financial Planner of the Year Award.
New Seabrook Clark Charity Service
We are very excited to announce the launch of our new financial planning service for charities in the South West.
Equity Release in the Spotlight to Plug Gap in Retirement Savings
The Equity Release Council (ERC) met with MPs and peers on 5 November to examine the current attitudes of older people towards saving for retirement.
Investment Markets Extend Gains in October 2013
The US equity market reached an all-time closing high on 29 October as the US government reached a deal on the debt ceiling.
Neil Woodford set to leave Invesco Perpetual
In a surprise move, Neil Woodford, one of the UK’s best known fund managers, has announced that he will leave Invesco Perpetual in April 2014.
Pension Clinic – Get Answers to All Your Pension Queries
The first Pension Clinic will be held from 9am – 12pm on Thursday 31 October at our office.
Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual)
We are delighted to announce that Matthew Clark has been named as one of three finalists for the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual).
Investment Outlook for Q4 2013 (1 October to 31 December 2013)
Looking ahead to the final quarter of the year, we expect to see continued progress in the markets, building on the consolidation of the last three months. As investor confidence returns, we should see demand increase for high quality UK stocks and selected funds, particularly those paying above average dividends by strong profitable companies.