Insights

Febrile Markets

What a difference a day makes. I started to write this commentary yesterday following sharp falls in global equity markets of around 7% from their

Matthew Clark February 7, 2018

Will Investment Markets Perform in 2018

2017 Record Year Overall, global equity markets had an excellent year in 2017, indeed the best since 2009 contrary to the pessimistic projections of many

Matthew Clark January 3, 2018

New Year Financial Resolutions

Whilst our clients benefit from our holistic financial advice, I am often asked for a convenient financial check-list, sometimes to pass on to friends or

Matthew Clark December 18, 2017

Global Markets and 2018 Outlook

Contrary to many commentators’ expectations, 2017 has been another good year for investments. However, for a UK sterling based investor, volatility has returned as currency

Matthew Clark December 18, 2017

Client Service Enhancements

Whilst a friendly personal service will always remain at the heart of everything we do for our clients, every member of the team is engaged

Matthew Clark December 18, 2017

Autumn Budget – Brexit Takes Centre Stage as Hammond Grapples with Housing, Productivity and Inequality

Chancellor of the Exchequer, Philip Hammond had the unenviable task of delivering his Budget today.

Matthew Clark November 22, 2017

New Model Adviser Award – Top 100 Firm 2017

We are delighted that for a second consecutive year we have been named as one of the top 100 UK financial advice firms by the respected

Matthew Clark November 10, 2017

Update on Global Financial Markets Q4 2017

Global Financial markets continue to prosper in 2017 as positive economic activity worldwide is driven by accommodative monetary policy and, in most cases, negligible inflation.

Matthew Clark November 7, 2017

Our Investment Commentary for Q3 2017 (1 July – 30 September 2017)

The global economy continues to expand, with the recovery in Europe now looking particularly impressive. This is supported by solid growth in corporate earnings, and

Matthew Clark November 7, 2017

UK Economic Outlook for Sterling as Brexit negotiations start

The weaker UK Services Purchasing Managers’ data for August, at a 11-month low, confirm the on-going slowdown in UK economic growth.

Matthew Clark September 12, 2017

Our Investment Commentary for Q2 2017 (1 April – 30 June 2017)

Global equity markets have continued to exhibit late bull market characteristics, climbing a ‘wall of worry’ to record highs, an 8-year long bull market, the

Matthew Clark August 3, 2017

Office Manager & Senior Technical Assistant (Paraplanner), Exeter – Job Description

We have an immediate vacancy for an Office Manager & Senior Technical Assistant (Paraplanner) to work in our office based in Exeter.

Emma July 18, 2017

Febrile Markets

Will Investment Markets Perform in 2018

New Year Financial Resolutions

Global Markets and 2018 Outlook

Client Service Enhancements

Autumn Budget – Brexit Takes Centre Stage as Hammond Grapples with Housing, Productivity and Inequality

New Model Adviser Award – Top 100 Firm 2017

Update on Global Financial Markets Q4 2017

Our Investment Commentary for Q3 2017 (1 July – 30 September 2017)

UK Economic Outlook for Sterling as Brexit negotiations start

Our Investment Commentary for Q2 2017 (1 April – 30 June 2017)

Office Manager & Senior Technical Assistant (Paraplanner), Exeter – Job Description

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