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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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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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…
Continue ReadingZoe 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. …
Continue Reading(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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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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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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So, the day has finally dawned, retirement is here, no need to set the alarm clock for 6am every morning, no need to force yourself out of bed on a cold dark winter’s morning ..…. so far so good. On the downside there will also no longer be a salary hitting your bank account every…
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Thorntons Investments were celebrating a double success at the Growth Investors 2018 Awards at the Royal Lancaster in London last night. We were named runner-up in the highly coveted award for ‘Best AIM Portfolio Service’ and were also commended by the judges as ‘One To Watch’ in the category of ‘Best BR Investment Manager –…
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Everything we do is centred around our clients. As we approach our fourth anniversary, we have launched a new client service programme to review and improve all our client focused activities. We now have around 1,000 active clients and during November we are inviting all clients to participate in a survey to help inform us and…
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