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28 Sep 2021
Spreading investment risk

Spreading investment risk

Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of the investment decision process. Your potential returns available from different kinds of investment, and the risks involved, change over time as a result of economic, political and regulatory developments, as well as a host…

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14 Jul 2021
Discretionary Portfolio team bolstered by appointment of Andrew  McLean

Discretionary Portfolio team bolstered by appointment of Andrew McLean

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,…

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15 Mar 2021
Protecting vulnerable consumers is a key focus for the FCA

Protecting vulnerable consumers is a key focus for the FCA

The Financial Conduct Authority (FCA) warns that there are now “27.7 million adults in the UK with characteristics of vulnerability.” Examples of vulnerability include poor health, such as cognitive impairment, life events, such as bereavement or new caring responsibilities, low resilience to cope with financial or emotional upsets and low capability, such as poor literacy…

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12 Mar 2021
Beware the ISA Inheritance Tax Trap

Beware the ISA Inheritance Tax Trap

This article was first published by Nucleus on 12 March 2021 and can be found at the following link: https://illuminate.nucleusfinancial.com/blog/aim-relief-role-aim-investing-iht-planning As advisers encourage clients to utilise their ISA allowances before the end of the tax year and for the new tax year, we see the usual round of news stories appearing on the number of…

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25 Jan 2021
Thorntons Investments announces two acquisitions to support ambitious growth plans

Thorntons Investments announces two acquisitions to support ambitious growth plans

Thorntons Investments, the Dundee headquartered wealth manager, has acquired Matheson Financial Consulting and Sonas Wealth Management as part of its ambitious plans to develop and grow the business. The acquisitions add around £175m AUM to the £420m Thorntons Investments already manages on behalf of clients. As part of the agreement, both firms will retain their…

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8 Jan 2021
Urgent Notification – Potential Fraudulent Email Correspondence

Urgent Notification – Potential Fraudulent Email Correspondence

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…

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4 Jan 2021

Condolences

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…

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26 Nov 2020

UK Government Spending Review 2020

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…

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