News and Views


Keeping you up to date with what matters.

2 May 2019
Cold calls – protecting yourself from scams

Cold calls – protecting yourself from scams

We are all familiar with the nuisance associated with unsolicited cold calls, but these unwanted conversations can have more serious consequences. It’s an unfortunate reality that scams are becoming increasingly sophisticated, making it very difficult to distinguish a genuine caller from a fraudster, who can often appear completely credible and friendly.   Cold calling techniques…

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25 Apr 2019
Women and wealth – why it’s time to get active

Women and wealth – why it’s time to get active

Gone are the days when men made most of the financial decisions in a household. When I was growing up, my mum looked after the family and my dad looked after the finances, and this was certainly not uncommon. But things have changed and women should rightfully expect that the wealth management industry is keeping…

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23 Apr 2019
Pension auto enrolment – the end of the beginning?

Pension auto enrolment – the end of the beginning?

By most measures, the strategy of automatically enrolling eligible employees into a company sponsored pension scheme is regarded as a success.  Before auto enrolment, employees had to ‘opt in’ to work based pensions but now the principle is that employees must make a conscious decision to ‘opt out’. A Department of Work and Pensions (DWP)…

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15 Mar 2019
Finding some clarity amongst the confusion

Finding some clarity amongst the confusion

In January 2018, the Markets in Financial Instruments II (MiFID II) rules came in to force. One of the outcomes was that all advisers must provide clients with a breakdown of the total costs and charges they pay for the investments they hold. These disclosures are required whenever we provide our clients with a new…

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14 Mar 2019
UK Government Spring Statement 2019

UK Government Spring Statement 2019

There can seldom have been such little interest in a set piece UK Government announcement as was afforded the Chancellor’s Spring Statement yesterday.  Large spaces on the green benches in the House of Commons, reduced to an afterthought on the main news channels last night and a lack of column inches in today’s newspapers tells…

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8 Mar 2019
Dundee to become the UK’s first Living Wage City

Dundee to become the UK’s first Living Wage City

Wednesday, 6 March marked another important milestone in Dundee’s continued journey into becoming a great place to visit – and in this case, work!  A scheme has been launched to make Dundee the UK’s first ‘living wage city’ and we’re delighted that we’ve been asked to be part of an action group to try and…

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5 Mar 2019
AIM Company insight for investors

AIM Company insight for investors

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…

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5 Mar 2019
The Character Group

The Character Group

Character 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…

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4 Feb 2019
Persistence Pays Off for Graduate Trainee

Persistence Pays Off for Graduate Trainee

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. …

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