News and Blog

20th November 2015

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 outperformed […]
19th November 2015

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 interest […]
17th November 2015

Pensions and Tax Relief – Will it be Cut in March 2016?

2015 Pensions Freedom – Flexible Access to Pensions Over the last few years, pensions have been subject to significant reform as politicians have grappled with the […]
13th November 2015

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 invest […]
12th November 2015

SIFA News and Views

Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.  
7th November 2015

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 24 […]
1st November 2015

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, issue […]
9th October 2015

Our Investment Commentary for Q3 2015 (1 July – 30 September)

Global markets were extremely volatile this quarter as concerns over China’s slowing economy became more pronounced. The impact was particularly strong on emerging and Asian economies. […]
28th September 2015

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 continue, […]
15th September 2015

Citywire Income Plus Magazine

Matthew was the cover star for Citywire’s New Model Adviser Income Plus magazine issue 6 in September 2015. For more details of the publication, please see […]

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