News and Views | Thorntons Investment Management

4 Feb 2019

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Persistence Pays Off for Graduate Trainee

posted by Leigh Hudson
Blog

Zoe 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. …

7 Jan 2019

Welcome Nick Sheppard

posted by David Holmes
Financial Advisers, Blog

Thorntons 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…

18 Dec 2018

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In Your Shoes – Susan Bennett

posted by Thorntons Wealth Financial Planning Team
Private Clients, Blog

(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…

18 Dec 2018

Wealth manager finds riches on Scottish island

posted by Stephen Webster
Blog

(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…

29 Nov 2018

Income Protection Insurance

posted by Thorntons Wealth Financial Planning Team
Blog, Private Clients

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…

26 Nov 2018

Thorntons Investments staff raise vital funds for Cot Death Trust

posted by Matthew Brown
Blog, Private Clients, Charities

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…

20 Nov 2018

How to manage money in retirement

posted by Thorntons Wealth Financial Planning Team
Private Clients, Blog

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…

13 Nov 2018

Recent Market Movements

posted by Matt Strachan
Blog, Financial Advisers

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…

8 Nov 2018

Thorntons Investments named ‘Best AIM Portfolio Service’ runner-up at the Growth Investors 2018 Awards

posted by David Holmes
Blog, Financial Advisers

Thorntons Investments were celebrating a double success at the Growth Investors 2018 Awards at the Royal Lancaster in London last night. We were named runner-up in the highly coveted award for ‘Best AIM Portfolio Service’ and were also commended by the judges as ‘One To Watch’ in the category of ‘Best BR Investment Manager –…

6 Nov 2018

Client Experience – How was it for you?

posted by Leigh Hudson
Blog, Private Clients

Everything we do is centred around our clients. As we approach our fourth anniversary, we have launched a new client service programme to review and improve all our client focused activities. We now have around 1,000 active clients and during November we are inviting all clients to participate in a survey to help inform us and…

AJ Bell: