Welcome to our news page! Below you will find a range of content focused on financial topics from pension planning to mortgages. We hope you find the articles of interest.

The scammers won’t go away, so be careful out there! – Phishing.

The scammers won’t go away, so be careful out there! – Phishing. It’s an unfortunate truth of the computer age that, as the software developed to protect your identity and sensitive information improves, so the methods of those trying to defraud you become ever more effective. It’s an ongoing battle between both sides, which means...

September Market Commentary

September Market Commentary September Market Commentary introduction By and large August was a good – but unexciting – month for the major world stock markets we cover in this commentary. There were no dramatic gains – Hong Kong was the star performer with a rise of 5% – and two or three markets did their...

The Key to Wealth Management

Wealth Management has evolved a lot in the last quarter of a century. Data is everywhere, technology is everywhere. Anybody can find out the value of their investments in a moment’s notice. How does a financial advisor add value in these ever changing times? The Financial advisory industry has been forced to change and find...

What is the ‘AIM’ of an ISA?

What is the ‘AIM’ of an ISA? The idea behind an Individual Savings Account (ISA) is to provide a tax efficient environment for your savings and investments. This is all well and good when it comes to income tax and capital gains tax however there is third wealth tax where, traditionally, ISA’s have been totally...

August Market Commentary

August Market Commentary August Market Commentary Introduction We try to produce a balanced, rational market commentary at the end of every month. The politicians do their best to turn it into a soap opera. Ah well, here we go… When we left you last month the UK had just voted for Brexit. David Cameron had...