Investment Review Quarter 1 2018
Market Review The first two weeks of 2018 saw a continuation of steady growth within investment markets. Although many of these markets were trading near to or at all-time highs, economic data still appeared relatively supportive of further growth. However, history has taught us to be…
The Investment Committee
6th April, 2018
Human psychology has always fascinated me. It’s one of the main reasons I find myself in a client-facing role. I really enjoy the variety of interaction with clients and colleagues. I consider it both an honour and a privilege to be partly responsible for one of the most…
Dominic
28th July, 2017
And what is the order? Gifting is a great way of passing wealth down to future generations, as well as potentially reducing inheritance tax. Our experience also points to greater satisfaction when gifts are made during your lifetime as you can see the joy that your gift brings to your…
Technical Solutions
3rd June, 2016
NS&I Index-linked Savings Certificate – Renew or Cash in?
Does anyone have a NS&I Index-linked Savings Certificate that is due to mature soon? It’s been a topic of conversation in a number of our client meetings recently, so we thought that it would be pertinent to help…
Technical Solutions
5th May, 2016