News and Views


Keeping you up to date with what matters.

21 Nov 2019
When hard work pays off!

When hard work pays off!

Yan Gong joined Thorntons Investments in September 2017, after a brief spell at Alliance Trust and with a Masters Degree in Finance from St Andrews University under her belt.  When Yan chose to learn her new role in the business support team by reading and learning the 64-page manual, we knew she was going to…

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7 Nov 2019
Thorntons Investments named ‘Best AIM Portfolio Service Runner Up’ at the 2019 Growth Investors Awards

Thorntons Investments named ‘Best AIM Portfolio Service Runner Up’ at the 2019 Growth Investors Awards

Thorntons Investments celebrated success at the 2019 Growth Investors  Awards last night when named as the runner up for Best AIM Portfolio Service. The award recognises tax-efficient investment managers who champion AIM with advisers and investors and can demonstrate both outstanding performance and a real commitment to the market. Matt Strachan, Chief Investment Officer, commented: “We are very…

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31 Oct 2019
Thorntons Investments bolsters Board with Rosengarten appointment

Thorntons Investments bolsters Board with Rosengarten appointment

Thorntons Investments has appointed Ed Rosengarten to the Board as a non-executive director with immediate effect. The appointment comes as Thorntons Investments seeks to strengthen its presence in London and the South of England as it further develops and grows its discretionary investment services proposition. Ed brings a wealth of knowledge and experience to the…

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30 Sep 2019
Pre Retirement Seminar

Pre Retirement Seminar

My retirement bucket list, have you given yours any thought yet? Visit St Petersburg in Russia Walk the Berlin Wall Attend the men’s tennis final at Wimbledon Attend the opera in Verona Wine Tasting in South Africa Visit the Grand Canyon Go shopping on Rodeo Drive Live in Italy for a few months Cocktails at…

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24 Sep 2019
Retirement anyone?

Retirement anyone?

When do you think you will retire? What will you do when you retire?  Two of the questions most asked by financial planners when helping their clients think about how much income they will need when they stop working. I would argue that a more relevant question now is – “what is ‘retirement?” With life…

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13 Sep 2019
Brexit: Financial Planning in context

Brexit: Financial Planning in context

The current political situation in the UK reminds me that, even within the most mature of democracies, fragile societies exist where the hopes and fears of polarised sections of the community can lead to irrational behaviours with little focus or thought given to the long-term outcomes of one’s actions. As with short-term political hyperbole, so…

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6 Sep 2019
Thorntons Investments awarded Pension Transfer Gold Standard

Thorntons Investments awarded Pension Transfer Gold Standard

We are delighted to confirm that we have been awarded the Pension Transfer Gold Standard.  This is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.  Firms which adopt and promote the Pension Transfer Gold Standard are committed to helping consumers find good advice…

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28 Aug 2019
How to avoid losing the hard-earned fruits from a business sale to Inheritance Tax

How to avoid losing the hard-earned fruits from a business sale to Inheritance Tax

Our Head of Business Development David Holmes looks at the use of AIM investment as an Inheritance Tax solution for business owners selling their business. This article was first published in Insider magazine in July 2019. Owners who sell their businesses risk giving a slice of the proceeds to the taxman after their death. How can…

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