News

2 Jul 2019

Pre-Retirement Seminars

• posted by Thorntons Wealth Financial Planning Team
• Blog, Private Clients, Charities

Thorntons Investments are delighted to announce that our Pre-Retirement Seminars are now available to book. Click here – https://www.eventbrite.co.uk/e/am-i-ready-to-retire-pre-retirement-seminar-tickets-64176371254. These informative seminars are free and are designed to help you explore whether you feel ready to retire, and also consider what this next stage of your life may look like. There will be a limited…

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18 Jun 2019

Demystifying Pensions

• posted by Thorntons Wealth Financial Planning Team
• Blog, Private Clients

Why do Pensions get a bad rap? I think the honest answer is that after decades of the government tinkering with pension legislation we have been left with countless rules and regulations that few people understand. This lack of knowledge scares people and generally where you have fear, you have distrust. So, let me try…

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18 Jun 2019

Welcome Gail Craig

• posted by Matthew Brown
• Blog, Private Clients, Charities

Thorntons Investments is delighted to announce the appointment of Gail Craig as a Discretionary Portfolio Manager. This appointment strengthens our Edinburgh Office where Gail will be responsible for managing portfolios for individual clients, pensions, offshore bonds, trusts and charities. Gail has over 25 years investment management experience and takes up the position from Brown Shipley.  …

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3 Jun 2019

Investing to ‘do good’ in socially responsible funds can still be a challenge

• posted by Matthew Brown
• Blog, Private Clients, Charities

People who care what their hard earned cash gets up to behind their backs and would prefer it to be ‘doing good’ have been turning in increasing numbers to ethical investment funds to generate a return on their savings. Faced with the range of ‘sustainable investments’ and ‘socially responsible’ funds available, knowing where to begin…

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13 May 2019

You can have a decent retirement, but you must keep saving

• posted by Matt Strachan
• Blog, Private Clients

‘What did the Romans ever do for us?’ is the entrée to a classic Monty Python sketch. One of the things they did do is introduce one of the first recorded pensions, by way of an annuity to Centurions who had finished their service. Subsequently people relied on savings, or more likely being looked after…

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2 May 2019

Cold calls – protecting yourself from scams

• posted by Emily Ritchie
• Blog

We are all familiar with the nuisance associated with unsolicited cold calls, but these unwanted conversations can have more serious consequences. It’s an unfortunate reality that scams are becoming increasingly sophisticated, making it very difficult to distinguish a genuine caller from a fraudster, who can often appear completely credible and friendly.   Cold calling techniques…

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25 Apr 2019

Women and wealth – why it’s time to get active

• posted by Thorntons Wealth Financial Planning Team
• Blog, Private Clients

Gone are the days when men made most of the financial decisions in a household. When I was growing up, my mum looked after the family and my dad looked after the finances, and this was certainly not uncommon. But things have changed and women should rightfully expect that the wealth management industry is keeping…

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23 Apr 2019

Pension auto enrolment – the end of the beginning?

• posted by Thorntons Investments
• Blog, Private Clients

By most measures, the strategy of automatically enrolling eligible employees into a company sponsored pension scheme is regarded as a success.  Before auto enrolment, employees had to ‘opt in’ to work based pensions but now the principle is that employees must make a conscious decision to ‘opt out’. A Department of Work and Pensions (DWP)…

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8 Mar 2019

Dundee to become the UK’s first Living Wage City

• posted by Leigh Hudson
• Blog

Wednesday, 6 March marked another important milestone in Dundee’s continued journey into becoming a great place to visit – and in this case, work!  A scheme has been launched to make Dundee the UK’s first ‘living wage city’ and we’re delighted that we’ve been asked to be part of an action group to try and…

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5 Mar 2019

AIM Company insight for investors

• posted by David Holmes
• Blog, Financial Advisers

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…

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