News and Blog

Bond Market Volatility

The weather in March is known for its harshness and unpredictability, captured by the proverb: ‘In like a lion and out like a lamb.’ After

Matthew Clark March 1, 2021

Coronavirus Lockdown: 31 December 2020- Contingency Plans

As the situation with COVID-19 (Coronavirus) currently stands, and based on our contingency plans and latest advice, we are confident that we can continue to

Emma December 31, 2020

Market Overview & Outlook Quarter 4 2020 (1 October – 31 December 2020) Roaring 20s Beckon

Global markets rallied an impressive 8% in the last three months of 2020 into a headwind of sterling appreciation, and notching up an overall gain

Matthew Clark December 29, 2020

Coronavirus Lockdown: 5 November – 2 December 2020- Contingency Plans

As the situation with COVID-19 (Coronavirus) currently stands, and based on our contingency plans and latest advice, we are confident that we can continue to

Matthew Clark December 2, 2020

Grounds for Cautious Optimism for Investment Markets

After the euphoric reaction to the apparent breakthrough on the coronavirus vaccine last week and the US Presidential election result, where are we heading with

Matthew Clark November 16, 2020

New Model Adviser Top 100 Firm 2020 for fifth year

We are delighted that for a fifth year in a row, we have been named as one of the top 100 UK financial advice firms

Matthew Clark November 10, 2020

Market Overview & Outlook Quarter 3 2020 (1 July – 30 September 2020) Coronavirus Reality Check

Global markets have reflected the delicate balance between the re-opening of the economy and containing the spread of coronavirus in the third quarter of 2020.

Matthew Clark September 28, 2020

Lasting Power of Attorney with Discretionary Fund Management

Other than writing a Will, writing a Lasting Power of Attorney (LPA) is one of the key pillars with regard to personal financial planning. An

Matthew Clark August 14, 2020

CGT Review – Stealth Wealth Tax?

The Chancellor, Rishi Sunak has asked the independent Office of Tax Simplification (OTS) to review Capital Gains Tax (CGT) legislation. This is partly in response

Matthew Clark July 27, 2020

What Lies Ahead for Markets – Europe and Asia in focus

The much heralded ‘V’ shaped recovery looks to have happened in markets after the shock of the covid-19 pandemic in March. There is great anticipation

Matthew Clark July 24, 2020

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