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2019 Q3 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the third quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. After two strong quarters, the third has been marked by a lack…
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2019 Q2 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the second quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. The positive sentiment seen earlier this year has generally continued…
The sun is out

Summer Catch Up…

Summer always seems to put everyone in a slightly better mood…the longer days and the warmer weather; the end of the school year for some and the lure of holidays. So, before everyone rushes off for a well-earned break, we thought we’d drop…
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2019 Q1 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the first quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. We have seen a dramatic turn in sentiment since the final quarter…

A FEW MORE PENNIES FOR YOUR POCKET

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As we have entered the new tax year, we thought it would be helpful to remind you of the changes that were revealed during the autumn Budget and how these may affect you. Personal Allowance   For those earning under £100,000 per annum…

UNWRAPPING OUR NEW WEBSITE

What started last year as a mere "rehousing" project for our website, ended in a bit of a facelift! It has been an exciting process, the outcome of which we feel reflects what we do, our values as a company and our individual personalities. We…

Market Update

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We held our quarterly investment committee this week and would like to share our conclusions with you. We signalled at the end of the summer that the risks were generally increasing in the markets, with local politics, geopolitics and the…

Market Update – October 2018

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We thought it would be helpful to provide you with an update on the markets, given the falls over the past few days. The falls have not been triggered by bad news, but rather by positive data. The US economy has been particularly strong this…

CISI Financial Planning Week

We are really pleased to be taking part in this year's Chartered Institute for Securities and Investment (CISI) Financial Planning Week. Running between the 3rd - 10th October 2018, it is aimed to introduce those who don’t currently use…

Market Update

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Since our last note to you in July, a number of things have changed that could affect the outlook for markets. Although we continue to believe in our views where we see the potential for positive returns in certain markets, such as equity markets,…

Summer News Flash

Q2 Market Review

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Welcome to our latest investment commentary covering the second quarter of 2018. We have generally seen lower levels of volatility and a recovery in the markets when compared with Q1, however, volatility levels remain elevated relative to recent…