News and Blog

16th February 2017

The Trump Presidency and UK Equity Markets

In the short-term, the Trump Presidency has buoyed the UK and global equity markets with potentially reflationary announcements.
15th February 2017

Tax Year End Planning

HMRC has recently clamped down on tax avoidance, which is defined as “bending the rules of the tax system to gain a tax advantage that Parliament […]
14th February 2017

Exeter Living Awards 2017 – Legal & Financial Finalist

We are delighted to have been nominated today as a finalist of Exeter Living Awards 2017 in the Legal and Financial category.
3rd January 2017

Our Investment Commentary for Q4 2016 (1 October – 31 December 2016)

Developed equity markets have performed strongly in Q4 and continuing sterling weakness against the dollar has inflated overseas returns for UK investors.
23rd November 2016

Autumn Statement 2016 – ‘Just About Managing’

Chancellor Philip Hammond presented his Autumn Statement today which he focused on helping individuals who are ‘just about managing’ (JAM) against a backdrop of a deteriorating […]
21st November 2016

New Model Adviser Award – Top 100 Firm 2016

We are delighted that we have been named as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser. This […]
9th November 2016

US Election of President Trump

2016 will be remembered as a turning point in the politics and economics of western democracies.
3rd October 2016

Our Investment Commentary for Q3 2016 (1 July – 30 September 2016)

The Summer and early Autumn have seen some pleasing returns for UK investors, as continued sterling weakness has flattered overseas returns.
12th August 2016

The Aftermath of Brexit

We have yet to see official economic data for the weeks following the referendum on 23 June, however Q2 data showed robust consumer spending and industrial […]
5th July 2016

Our Investment Commentary for Q2 2016 (1 April – 30 June)

Global markets experienced substantial volatility in Q2 as they continue to grapple with a number of economic and political issues. Although the main focus for UK […]

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