Insights

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

General Election 2017 – Another Political Shock

“Risk comes from not knowing what you’re doing.” (Warren Buffett)

Matthew Clark June 9, 2017

UK General Election – Market Expectations

We live in uncertain times. With just two days to go before the General Election, the polls are divided in respect of the likely outcome,

Matthew Clark June 6, 2017

Snap General Election – What does it mean for markets?

Theresa May explained her to decision to call an early general election on 8 June on the basis that ‘division in Westminster will risk our

Matthew Clark April 18, 2017

Our Investment Commentary for Q1 2017 (1 January – 31 March 2017)

Global equity markets have continued to perform strongly this quarter with the MSCI All-Country World Index up 6.7%.

Matthew Clark April 6, 2017

Spring Budget 2017 – Hammond takes aim at the Self-Employed and Shareholders

In his first and last Spring Budget, the Chancellor of the Exchequer, Philip Hammond, broke the Conservative manifesto promise by increasing National Insurance contributions for

Matthew Clark March 8, 2017

State Pension Top Up – Class 3A NIC

There is the potential to boost your State Pension by up to £25pw (£1,300 pa) by making a special Class 3A NI contribution, if you

Matthew Clark March 8, 2017

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

General Election 2017 – Another Political Shock

UK General Election – Market Expectations

Snap General Election – What does it mean for markets?

Our Investment Commentary for Q1 2017 (1 January – 31 March 2017)

Spring Budget 2017 – Hammond takes aim at the Self-Employed and Shareholders

State Pension Top Up – Class 3A NIC

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