News

3 Apr 2024

Our AIM IHT service has been awarded 5 Diamond and 5 Star ratings from Defaqto.

• posted by David Holmes
• Financial Advisers

Defaqto have given their highest 5 Diamond and 5 Star ratings to our AIM Inheritance Tax Portfolio service. These reflect performance and quality respectively.    Independent and impartial, their long established Diamond and Star Ratings were recently extended to include AIM and Unlisted Business Relief services. Defaqto apply their trusted methodology to MICAP’s data on…

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6 Nov 2023

Matt Strachan included in Citywire Wealth Manager’s Top 100 for 2023

• posted by David Holmes
• Private Clients

Our Chief Investment Officer Matt Strachan has been named as one of the most influential fund selectors in the UK & Channel Islands by Citywire’s Wealth Manager.  This article first appeared in Citywire on 2 November 2023. Matt Strachan has 30 years of industry experience, including a stint managing the Alliance Trust Investments North America…

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3 Nov 2023

Matt Strachan included in Citywire Wealth Manager’s Top 100 for 2023

• posted by David Holmes
• Financial Advisers

Our Chief Investment Officer Matt Strachan has been named as one of the most influential fund selectors in the UK & Channel Islands by Citywire’s Wealth Manager. For further details please click here    

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31 Jul 2023

Getting down and dirty for charity

• posted by David Holmes
• Blog, Financial Advisers, Private Clients

A few of us got down and dirty at Dundee Pretty Muddy yesterday to raise funds for Cancer Research. It was great fun and certainly lived up to its name as can be seen from our pic. In total we raised over £2000 and are so grateful to everyone who donated. Every penny makes a…

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27 Apr 2023

Earth Month 2023

• posted by David Holmes
• Blog, Financial Advisers, Private Clients

  Earth Month takes place in April each year. This annual awareness month is an opportunity to raise awareness and promote environmental action needed to protect Earth’s natural resources for future generations. As a business we subscribe to Ecologi on behalf of each and every one of our staff. Our funding directly supports climate projects…

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9 Dec 2022

Citywire podcast featuring our CIO Matt Strachan discussing our Sustainable Future AIM IHT portfolio service.

• posted by David Holmes
• Financial Advisers, Blog

Citywire podcast featuring our CIO Matt Strachan discussing our Sustainable Future AIM IHT portfolio service. An IHT planning solution for investors wishing to leave a broader lasting legacy and make a real difference to the lives of future generations. You will find a link to the podcast here

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4 Nov 2022

Looking ahead to COP 27

• posted by David Holmes
• Financial Advisers

Our Investment Manager Ciaran Garvey contributed a short gallery feature for Citywire Wealth Manager ahead of COP 27. “COP27 will take place against a backdrop of high food and energy prices and slowing growth. The invasion of Ukraine has created a difficult balancing act for governments between energy security and achieving net zero goals, but…

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21 Sep 2022

Sustainable Future AIM IHT Portfolio service launched

• posted by David Holmes
• Financial Advisers

Our Sustainable Future AIM Inheritance Tax Portfolio Service enables investors to leave a meaningful lasting legacy for their beneficiaries and a truly sustainable legacy for the wider world, without compromising on either. The service is now available as a model portfolio on many leading platforms. We issued a press release today which can be found…

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2 Sep 2022

Thorntons Investments shortlisted for Best AIM Portfolio Service

• posted by David Holmes
• Financial Advisers, Blog, Private Clients

We are delighted to again be shortlisted for Best AIM Portfolio Service at the Growth Investor Awards 2022. For comment from the Growth Investor Awards please see below: It’s been another hugely competitive field of entries for this year’s Growth Investor Awards, hosted by Intelligent Partnership. With the standard so high, it’s impressive to see…

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6 Jun 2022

Leaving a genuine lasting legacy

• posted by David Holmes
• Financial Advisers

This article was first published by Nucleus Illuminate on 6th June 2022 and can be found here. Baby boomers, the scourge of millennials, are nearing the end of their working lives With this evolution will come what is being referred to as the great wealth transfer. There are plenty of numbers being published (most are…

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