Corporate social responsibility
Being located in the Devon, we are committed to working with both charities and companies in the South West to formulate effective CSR strategies.
Charity Commission guidelines
Trustees have the overall responsibility for the investment of a charity’s funds, however we are now seeing an increasing trend in trustees choosing to delegate ongoing investment decisions to a third-party.
Benefiting from a recovering economy
Since the start of the financial crisis in 2008, markets have been extremely volatile and it has been hard to know how best to invest capital reserves.
Our Investment Commentary for Q4 2013 (1 October – 31 December 2013)
The fourth quarter rounded 2013 off on a high, with many global equity markets posting impressive double-digit gains for the full year.
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.