AIM company research is a key part of our service, particularly given the stringent rules around business relief qualification. Our AIM Portfolio Managers meet or speak with senior company management at least once a year to learn what plans the company have for growth and development and crucially, whether any future action may invalidate business…
Continue ReadingCharacter design and manufacture toys and games, mainly under licence, and distribute them both in the UK and internationally. They also partner exclusively with international toy producers to distribute their products in the UK. I recently visited Character’s head office in New Malden, Surrey where I met with the joint managing directors Kiran Shah and…
Continue ReadingZoe Malpas joined Thorntons Investments at the end of 2012 to get some work experience whilst studying at university. She eventually joined us on a full-time basis as a graduate trainee in 2014. There’s no doubt she had an immediate impact on the team – with her infectious personality and enthusiasm for life in general. …
Continue ReadingThorntons Investments is delighted to announce the appointment of Nick Sheppard as Senior Business Development Manager. Nick is a valuable addition to our Business Development Team, bringing a wealth of experience in financial and investment services from his time at Standard Life, Brewin Dolphin and most recently Close Brothers Asset Management. He will make a…
Continue Reading(This article first appeared in the Dundee & Angus Chamber of Commerce website, 17th December 2018). Monday Well its Monday morning. I skip into work feeling very smug with myself as I have spent the weekend writing Christmas cards and wrapping gifts. I smugly tell my Financial Planning Colleagues I think I am ready…
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(This interview appeared in the Herald on 15th December 2018). BARRA- lover Stephen Webster got an introduction to life on the Scottish island that some people would have found disconcerting. The investment manager was being driven from the island’s airport with its beach landing strip by the woman who was to become his mother-in-law when…
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Many people think being a financial adviser involves providing advice to clients on investments and saving for retirement. Whilst this is true, perhaps the most important aspect of any adviser’s job is to ensure our clients have suitable protection in place to safeguard their own, or their family’s, lifestyle in the event of long-term ill…
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Members of staff at the Dundee headquarters and Edinburgh office of wealth management firm Thorntons Investments have raised more than £1,300 for a charity which researches the causes of cot death and offers support to bereaved families. The Scottish Cot Death Trust was founded in 1985 and is the only charity of its kind…
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So, the day has finally dawned, retirement is here, no need to set the alarm clock for 6am every morning, no need to force yourself out of bed on a cold dark winter’s morning ..…. so far so good. On the downside there will also no longer be a salary hitting your bank account every…
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The sharp fall in stock markets around the world last month has led to it being dubbed ‘Red October’. To paraphrase Mark Twain, ‘October is a particularly dangerous month to speculate in stocks’ (he then also goes on to name the other 11 months!). Some stock markets, particularly in emerging countries, had already been falling…
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