Insights

Autumn Statement 2015

Chancellor George Osborne was given significant scope for manoeuvre when he presented his Autumn Statement on 25 November 2015 by the Office of Budget Responsibility

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Portfolio Performance

Portfolio Performance Given the difficult investment climate, we have been pleased with the performance of our model portfolios over the last year. Each portfolio has

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The Search for Income

We have found that clients are putting increasing emphasis on their income requirements. The search for yield has become more important due to very low

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Investment Trusts

What kind of trends have you seen in the investment trust market presently? In 2015, the majority of investment trust IPOs have been strategies which

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SIFA News and Views

Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.  

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Fee Update

We have recently reviewed our Client Agreement as part of our commitment to providing a transparent fee structure. Please click here for more details. On

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Citywire German Discussion

Matthew was asked by Citywire to have a telephone discussion with a German independent financial adviser regarding the different factors influencing financial services (September 2015,

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China’s Troubles

For many years the ease of development of already advanced industrial methods meant high levels of output led growth. Many anticipated this growth path would

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