News and Blog

25th August 2015

The Great Fall of China

Investors have been nervous about the slowdown in China’s economy for some time, however, in the last week, this has become a reality for global markets which have experienced a very sharp sell-off.
27th July 2015

Is Behavioural Investing a Passive Phenomenon?

There are many factors which drive investors to behave irrationally, such as following the crowd and emotional attachment to an investment decision.

10th July 2015

New Discretionary Investment Management Service

We are delighted to announce that the FCA has approved a variation of our regulatory permissions, so from today we are able to offer clients a discretionary investment management service in addition to investment advice on an advisory basis.

8th July 2015

Our Comments on Summer Budget Tax and Pension Announcements

Overall, the Budget confirmed £17b tax and spending savings with a view to putting the economy in surplus by 2019/20.

8th July 2015

Summer Budget 2015

Tax and Pension Key Points

Personal allowance for income tax to rise to £11,000 next year and £12,500 by 2020, so that people working 30 hours a week on the minimum wage do not pay income tax.

3rd July 2015

Our Investment Commentary for Q2 2015 (1 April – 30 June)

Q2 saw global equities fall by over 5% in sterling terms. Concerns surrounding Greece’s debt repayments and the future of the Eurozone weighed on world markets, particularly towards the end of the quarter.

7th May 2015

The General Election and its Influence on Markets

There is no doubt that domestic markets are prepared for some sort of coalition as no majority outcome is likely.

2nd April 2015

Our Investment Commentary for Q1 2015 (1 January – 31 March)

It has been a very good quarter for investors, despite the downside risks. Global equities were given a huge boost in January as the ECB announced its significant quantitative easing (QE) program which began in March. This helped the FTSE World Index gain over 5% in Q1.

18th March 2015

Budget 2015: Pension and Annuity Changes

Pension Freedoms Confirmed

Pension freedom and choice will go ahead as expected on 6 April 2015. The new pension freedoms will allow pensions to be drawn using Flexi-Access Drawdown without any maximum limit each year.

18th March 2015

Budget 2015: Tax and Personal Allowance changes

The personal allowance and higher rate threshold for 2015/16 will remain at £10,600 and £42,385 respectively, as announced in December 2014.

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