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Q3 2025 Investment Commentary

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Welcome to our latest investment commentary. This edition will cover the third quarter of 2025 and the outlook for the remainder of the year. Q3 REVIEW We are pleased to report that the strong returns seen at the start of the year have continued…
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Royal Parks Half Race Report

The Royal Parks Half Marathon Tale: A Story of Jelly Babies, Pain, and Glory It was a glorious day for running… or, in Oly’s case, setting off like a man possessed!! He blames the pace setter, but having set his heart on a PB, he was…
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Upcoming Tax Changes: Pensions & IHT

Welcome to the first of our pre-budget updates. Chancellor Rachel Reeves is set to deliver the Autumn Budget on the 26th November 2025, and as always, there’s plenty of speculation about what changes might be on the horizon. Whilst it’s…

BUDGET 2025 – HERE’S WHAT WE KNOW…

Welcome to the 2025 Pre-Budget "fireside chat" series! As Al has alluded to so eloquently in his video (we hope you like this format!), there is an almost endless amount of supposition happening in the press regarding the contents of the upcoming…
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WE’VE BEEN SHORTLISTED!

We are delighted to share some exciting news with you - we have been shortlisted for the Citywire Wealth Management Investment Performance Awards 2025 in the category of Best Small Firm. These prestigious awards celebrate the very best in…

Summer News

As we head into summer and, for some of us, off on holiday, there’s a real sense of energy at Carrington. With proud moments and exciting developments, there's a lot to look forward to and now feels like the perfect time to reflect on recent…
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Q2 2025 Investment Commentary

Welcome to our latest investment commentary. We trust you and your family are keeping well. This edition will cover the second quarter of 2025 as well as the outlook for the remainder of the year. Q2 REVIEW We are pleased to report that…
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Now’s the time…2025/ 2026 Allowances, Tax Vouchers and Mortgage Reviews

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As we settle into the new tax year, it’s a great time to consider how best to make use of the refreshed allowances now available. Acting early not only maximises the tax benefits but also gives your investments the valuable advantage of extra…
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Q1 2025 Market Insights Webinar

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We recently held our  Q1 Market Insights live webinar, hosted by our head of Investments, Mohsin Bukhari and Lucas Fildes. This was a well-timed and highly relevant session, featuring Sandy Pei, a fund manager at Federated Hermes, who…
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Q1 2025 Investment Commentary

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Welcome to our latest investment commentary. We trust you and your family are keeping well. This edition will cover the first quarter of 2025 and the associated volatility, as well as the outlook for the remainder of the year. Over the…
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End of Tax Year Planning

It’s that time again! We’re nearly a month into 2025 and I’m sure we’re all looking forward to some better weather and a bit of sunshine. But, in the meantime we can look forward to the end of the 2024/25 tax year on the 5th April. As…
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Q4 2024 Investment Commentary

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Welcome to our latest investment commentary. In this edition, we review the final quarter of 2024, provide a round up of the year, and share our outlook for 2025. 2024 ROUND UP 2024 turned out to be a surprising year for asset returns, with…