News

3 Apr 2024

Our AIM IHT service has been awarded 5 Diamond and 5 Star ratings from Defaqto.

• posted by David Holmes
• Financial Advisers

Defaqto have given their highest 5 Diamond and 5 Star ratings to our AIM Inheritance Tax Portfolio service. These reflect performance and quality respectively.    Independent and impartial, their long established Diamond and Star Ratings were recently extended to include AIM and Unlisted Business Relief services. Defaqto apply their trusted methodology to MICAP’s data on…

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18 Dec 2023

Merry Christmas

• posted by Stephen Webster
• Private Clients

From all of us here at Thorntons Investments, we would like to wish you a Merry Christmas and Happy New Year. We wish you and your loved ones a very safe & happy festive period. Thank you for your continued support over the past year, and we look forward to working with you in 2024.

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6 Nov 2023

Matt Strachan included in Citywire Wealth Manager’s Top 100 for 2023

• posted by David Holmes
• Private Clients

Our Chief Investment Officer Matt Strachan has been named as one of the most influential fund selectors in the UK & Channel Islands by Citywire’s Wealth Manager.  This article first appeared in Citywire on 2 November 2023. Matt Strachan has 30 years of industry experience, including a stint managing the Alliance Trust Investments North America…

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3 Nov 2023

Matt Strachan included in Citywire Wealth Manager’s Top 100 for 2023

• posted by David Holmes
• Financial Advisers

Our Chief Investment Officer Matt Strachan has been named as one of the most influential fund selectors in the UK & Channel Islands by Citywire’s Wealth Manager. For further details please click here    

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30 Oct 2023

DACC – In Your Shoes – Sarah Peter

• posted by Sarah Peter
• Blog, Private Clients

This article first appeared in the Dundee & Angus Chamber of Commerce website, 30th October 2023, click here to view the article.   Monday 23rd October First day back at work after a week’s annual leave (3 days of which were spent at home baking thanks to Storm Babet!) and a busy day ahead it…

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7 Sep 2023

Charity Quiz

• posted by Leigh Hudson
• Blog, Private Clients

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), Maggies Centres and Myeloma UK. To raise money, we have…

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31 Jul 2023

Getting down and dirty for charity

• posted by David Holmes
• Blog, Financial Advisers, Private Clients

A few of us got down and dirty at Dundee Pretty Muddy yesterday to raise funds for Cancer Research. It was great fun and certainly lived up to its name as can be seen from our pic. In total we raised over £2000 and are so grateful to everyone who donated. Every penny makes a…

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6 Mar 2023

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End of an Era

• posted by Stephen Webster
• Private Clients

February 2023 has marked the end of an era at Thorntons Investments when our original team member, Graeme Young, retired after 24 years’ service.  He was instrumental in creating the Investment team within Thorntons Law, where he worked as a financial adviser until 2014, and after, when Thorntons Investment Management Limited became its own entity. …

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22 Dec 2022

Merry Christmas

• posted by Stephen Webster
• Private Clients

From all of us here at Thorntons Investments, we would like to wish you a Merry Christmas and Happy New Year. We wish you and your loved ones a very safe & happy festive period. Thank you for your continued support over the past year, and we look forward to working with you in 2023.

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9 Dec 2022

Citywire podcast featuring our CIO Matt Strachan discussing our Sustainable Future AIM IHT portfolio service.

• posted by David Holmes
• Blog, Financial Advisers

Citywire podcast featuring our CIO Matt Strachan discussing our Sustainable Future AIM IHT portfolio service. An IHT planning solution for investors wishing to leave a broader lasting legacy and make a real difference to the lives of future generations. You will find a link to the podcast here

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