News and Blog

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.

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.

Matthew Clark has just been named a finalist in the national Chartered Financial Planner of the Year Award.

Matthew Clark has just been awarded finalist in the national Chartered Financial Planner of the Year Award.

We are very excited to announce the launch of our new financial planning service for charities in the South West.

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. 

The US equity market reached an all-time closing high on 29 October as the US government reached a deal on the debt ceiling.

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.

The first Pension Clinic will be held from 9am – 12pm on Thursday 31 October at our office. 

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).