Financial Services Dundee Archives - Page 5 of 8

14 Jul 2021

Discretionary Portfolio team bolstered by appointment of Andrew McLean

posted by Matthew Brown
Private Clients, Blog

Thorntons Investments is delighted to announce the appointment of Andrew McLean as a Discretionary Portfolio Manager. This appointment strengthens our client proposition during a time of growth for the business. Andrew will spend time in both our Dundee and Edinburgh offices and will be responsible for managing bespoke portfolios for individual clients, pensions, offshore bonds,…

4 Mar 2021

UK Government Budget 2021

posted by Stephen Webster
Private Clients, Blog

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…

1 Mar 2021

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

posted by Matthew Brown
Charities, Private Clients, Blog

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…

8 Jan 2021

Urgent Notification – Potential Fraudulent Email Correspondence

posted by Stephen Webster
Charities, Private Clients, Financial Advisers, Blog

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…

4 Jan 2021

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Condolences

posted by Stephen Webster
Charities, Private Clients, Blog

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…

26 Nov 2020

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UK Government Spending Review 2020

posted by Ann Leighton
Private Clients, Blog

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…

24 Sep 2020

Coronavirus (COVID-19)

posted by Stephen Webster
Charities, Private Clients, Financial Advisers, Blog

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…

11 Sep 2020

Markets & Portfolio News

posted by Matt Strachan
Private Clients, Financial Advisers, Blog

In his latest AIM Market update, Matt Strachan considers the falls in dividend income this year and why AIM companies, in comparison with the FTSE 100, should see a much faster recovery. Click here to read the full article.

15 Jul 2020

Working through lockdown and beyond

posted by Gail Craig
Private Clients, Blog

A year ago, I joined the Thorntons Investments Investment Team to do what I enjoy most about investment management – looking after clients and their wealth. Better still, Thorntons Investments’ flexible approach afforded me more time with my young family. Little did I know that one year on I would be working at the kitchen…

9 Jul 2020

UK Government Summer Statement 2020

posted by Stephen Webster
Private Clients, Blog

The Chancellor, Rishi Sunak, has spent so much time in the spotlight that it seems hard to believe he has not yet been in the job for five months. Yesterday’s Financial Statement was just the latest of a series of announcements by Mr Sunak since he presented his Spring Budget on 11 March, four weeks…

AJ Bell: