Insights

As a keen sportsman myself, I support the growth and increased participation in community sports clubs. 

Being located in the Devon, we are committed to working with both charities and companies in the South West to formulate effective CSR strategies. 

Trustees have the overall responsibility for the investment of a charity’s funds, however we are now seeing an increasing trend in trustees choosing to delegate ongoing investment decisions to a third-party. 

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.