Keeping you up to date with what matters.
‘The stock market is designed to transfer money from the active to the patient’ – Warren Buffett With headlines providing a steady stream of less than good news, we are writing to provide some illustrations which we hope will ease any concerns you have, and hopefully frame current volatility in the context of long-term…
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Kwasi Kwarteng’s first set piece as Chancellor of the Exchequer was never going to be easy, even before the 0.5% increase in interest rates the day before. The new Prime Minister Liz Truss revealed much of what we might expect before Mr Kwarteng spoke a word, so we already knew that there would be: a…
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We are deeply saddened to hear of the passing of Her Majesty The Queen, and our thoughts and condolences are with the Royal Family at this time.
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We are delighted to again be shortlisted for Best AIM Portfolio Service at the Growth Investor Awards 2022. For comment from the Growth Investor Awards please see below: It’s been another hugely competitive field of entries for this year’s Growth Investor Awards, hosted by Intelligent Partnership. With the standard so high, it’s impressive to see…
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Each year our staff choose a charity to support – it’s normally something that has affected a member of the team personally, and this year is no different. In recent years, we’ve supported charities including Scottish Cot Death Trust, Beat Eating Disorders, CICRA (Crohn’s disease) and Maggies Centres. To raise money, we have a regular…
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The FCA desires all firms to put their clients at the heart of their business by offering products and services that are fit for purpose and represent fair value. The FCA intends to do this by introducing the Consumer Duty, their new principle to ensure that “good outcomes” are the industry standard. The Consumer Duty…
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As a business we recognise the need to do more to reduce our carbon footprint and we are exploring ways to lower emissions and promote sustainability in our workplace. As a first step we have chosen to sponsor global climate action projects through Ecologi by making regular donations on behalf of all of our employees….
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Just before Christmas, the Chancellor asked the Office for Budget Responsibility (OBR) to produce an economic and fiscal forecast for 23 March. The timing and brief nature of the accompanying Treasury announcement reflected Mr Sunak’s wish to keep the Spring Statement a low-profile event. This was not meant to be a March mini-Budget, despite what…
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Creating and maintaining the right investment strategy is key in securing your future financial goals and objectives. A significant element of this strategy is your level of involvement. How much control do you want over your investments? Do you prefer to be in charge, or do you want someone to invest for you? Volatile…
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COVID-19 pandemic has shown the fragility of the planet Once a niche approach thought to come at the expense of returns, Environmental, Social and Governance (ESG) strategies have proven that they can be market-beating. If you’re someone who wants to make a positive difference, your money and the things you care about could…
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