
Q2 2023 Investment Commentary & Webinar
NewsWelcome to our latest investment commentary covering the second quarter of 2023. We hope you and your family are well and that you are looking forward to the summer holidays.
Before jumping into the meat of the commentary, we have included…

Summer Newsletter
NewsWelcome to our Summer 2023 Newsletter. We hope you are eagerly anticipating your holidays and enjoying the long-awaited warmer weather!
We have been in touch a number of times this year with planning reminders, regulatory changes, and potential…

Planning for the New Tax Year
Lifestyle Financial Planning, News, Retirement PlanningWe’re now all settled into the New Tax year and the usual allowances have been re-set – with a few post Budget amendments. Before we remind you of those, there is one opportunity that is especially time-sensitive and could be very important…

Our Funds in the Limelight
Fund Manager Update, News, RecognitionWe came across an interesting article earlier this week on Financial Express (FE Trustnet, one of the leading industry sources for data, news and research) – The 0.1%: The only six funds holding FE fundsinfo’s strongest ratings (you can…

Q1 Market Insights Webinar with Special Guest
NewsThis quarter, Mo and Tommy were joined by special guest, Sanjay Rijhsinghani, CIO of LGT Wealth Management. Sanjay and LGT have a long-standing relationship with Carrington, as LGT host and administer our Discretionary Portfolios. We have worked…

Current Banking Saga
NewsYou may have seen a steady stream of negative news flow relating to the banking industry over the past two weeks, with Silicon Valley Bank (SVB) and Credit Suisse being at the epicentre.
We wanted to reassure you that having checked the underlying…

NI State Pension Boost
NewsThe State Pension you receive in the UK is based on the number of years you make, or have made, national insurance contributions.
To get the new full State Pension you need 35 qualifying years. Currently, it is possible to voluntarily plug…

Spring-ing into the New Budget
NewsJeremy Hunt has just delivered his Spring Budget and whilst there were no real surprises (thanks to the ever leaky Westminster gossip tap) he did somewhat blow us away with a real change to pension legislation, which could affect you in a positive…

End of Tax Year Planning – Don’t miss the deadline!
Lifestyle Financial Planning, NewsNew (Tax) Year Resolutions
We’re well into January now and those new years resolutions have either fallen by the wayside, or you are reading this at the gym whilst drinking a green smoothie! Don’t despair, if like me those resolutions have…

Q4 MARKET UPDATE & MARKET INSIGHTS WEBINAR
Investment Update, NewsHappy New Year. We hope you have a prosperous and healthy year ahead.
Welcome to our latest investment commentary covering the final quarter, and 2022 as a whole. Before we begin, we wanted to share some broader thoughts with you.
2022…

Cheerio 2022
NewsAs we near the end of yet another year we’d like to take a moment to reflect on some of the memorable events and things we were grateful for during 2022...
It's been wonderful to be able to welcome clients back into our office and to…

The Club Magazine
carrington club, Charity, NewsThe latest digital edition of The Carrington Club magazine has arrived! To read it cover to cover, or to access it on the go, click HERE or on the image below.
This year is another bumper edition and our theme, Future Proofing, challenged…
