News and Views


Keeping you up to date with what matters.

15 Mar 2021
Protecting vulnerable consumers is a key focus for the FCA

Protecting vulnerable consumers is a key focus for the FCA

The Financial Conduct Authority (FCA) warns that there are now “27.7 million adults in the UK with characteristics of vulnerability.” Examples of vulnerability include poor health, such as cognitive impairment, life events, such as bereavement or new caring responsibilities, low resilience to cope with financial or emotional upsets and low capability, such as poor literacy…

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4 Mar 2021
UK Government Budget 2021

UK Government Budget 2021

On some counts this Budget was Rishi Sunak’s 15th major announcement since his first Budget, just under a year ago.  During this period, the pandemic has dominated the Chancellor’s actions and this was true of his latest Budget.  To no small degree the framework for Mr Sunak’s latest appearance at the despatch box had been…

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1 Mar 2021
ISA deadline 5 April 2021: use it, or lose it

ISA deadline 5 April 2021: use it, or lose it

If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your money even at a rate that keeps pace with inflation. A Stocks & Shares ISAs offers the possibility of higher returns than Cash ISAs, but only…

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25 Jan 2021
Thorntons Investments announces two acquisitions to support ambitious growth plans

Thorntons Investments announces two acquisitions to support ambitious growth plans

Thorntons Investments, the Dundee headquartered wealth manager, has acquired Matheson Financial Consulting and Sonas Wealth Management as part of its ambitious plans to develop and grow the business. The acquisitions add around £175m AUM to the £420m Thorntons Investments already manages on behalf of clients. As part of the agreement, both firms will retain their…

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8 Jan 2021
Urgent Notification – Potential Fraudulent Email Correspondence

Urgent Notification – Potential Fraudulent Email Correspondence

We have recently become aware of an attempted fraud being perpetrated against one of our clients. Fortunately, it was brought to our attention quickly and there was no impact to our client.   However, please be aware of any email correspondence coming from anyone claiming to be an employee of Thorntons Investments contacting you with an…

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Condolences

It is with deep and profound regret we must announce the death of our dear friend and colleague, Jeremy Dufton. Jeremy passed away during the afternoon of 1st January 2021 after a period of ill health. He leaves his dear wife Dawn, his beloved son Adam and step son James . Jeremy joined Thorntons Investments…

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10 Dec 2020
Life in 2020

Life in 2020

As the year draws to a close, I thought I would put my thoughts to paper once again. The strange parallel is that the last time I wrote a blog it was a beautiful spring day at the start of the pandemic, and now here we are several months later.  Almost unbelievably, the restrictions are…

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UK Government Spending Review 2020

Late November should have seen the Chancellor announce his Autumn Budget and a comprehensive spending review covering the next three financial years. Like many other plans, the uncertainty created by the pandemic has put both on hold. In their place was a Financial Statement, primarily addressing a one-year spending review, with a nod to the…

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24 Sep 2020
Coronavirus (COVID-19)

Coronavirus (COVID-19)

In line with current UK Government restrictions regarding the Covid-19 Pandemic, our offices remain closed. Our colleagues are working from home and continue to provide services and maintain regular communications with all our clients. Should you wish to speak with us, please continue to use the main telephone number of 01382 797600 and your call…

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