News

Market Update and Phoebe Stone's Presentation

Friday 2nd October 2020

We hope our clients enjoyed Phoebe Stone's presentation last week. Below is a link to a recording for you to review, at your leisure, and for those unable to…

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Taxing times

Friday 11th September 2020

We mentioned last week we'd focus a bit more on possible tax raising measures that Chancellor Rishi Sunak may use and his request to the Office for Tax Simplification (OTS)…

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Change for the better

Monday 7th September 2020

In April Phoebe Stone of LGT Vestra kindly presented a live video conference giving her views of the market and also touching on the sustainable investment theme of the portfolios…

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Market Update 14 August 2020

Friday 14th August 2020

Poor FTSE 100 Index Performance At the end of July the UK FTSE 100 Stock Market Index was down 20.4% year-to-date compared to the MSCI European Index (excluding the UK) down…

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RISHI'S SUMMER STATEMENT

Friday 10th July 2020

You may have seen earlier this week that Chancellor Rishi Sunak gave a 'Summer Statement' which many are regarding as a mini-Budget, and we thought you may find this summary…

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Market Update 3 July 2020

Friday 3rd July 2020

ARCHITAS Some of you will be invested in investment funds managed by Architas, which is one of our preferred fund management businesses. It was announced this week that AXA…

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Longleat Seminar Postponement

Tuesday 30th June 2020

We are sorry to report that our inaugural client seminar has been postponed until Spring next year. Having postponed the event once already, we were very much looking forward to seeing…

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Market Update 26 June 2020

Friday 26th June 2020

Stock markets have rebounded since the lows in March, but there is the fear of a disconnect between stock market returns and the economic downturn due to Covid 19 which…

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Our Charity Challenge Comes to an End . . . .

Thursday 11th June 2020

Thank you very much to those of you who have kindly donated to our 2.6 mile challenge. Please see our previous news item for more details and to donate.…

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Further Accreditation for Bailey Cook

Monday 1st June 2020

We are delighted to announce that Bailey Cook has been awarded the Pension Transfer Gold Standard accreditation by the Personal Finance Society, which is part of our professional body, the…

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