News and Views


Keeping you up to date with what matters.

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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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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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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7 Jan 2019
Welcome Nick Sheppard

Welcome Nick Sheppard

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…

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In Your Shoes – Susan Bennett

(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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18 Dec 2018
Wealth manager finds riches on Scottish island

Wealth manager finds riches on Scottish island

(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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29 Nov 2018
Income Protection Insurance

Income Protection Insurance

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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26 Nov 2018
Thorntons Investments staff raise vital funds for Cot Death Trust

Thorntons Investments staff raise vital funds for Cot Death Trust

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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