Big companies report their success via quarterly earnings reports. We think that you should judge a company on more than its profits. This is what we got… Read more “Sustainability Report 2019”

Just a quick post to highlight a new entrant to the flat fee space. We commented on the launch in this Wealth Manager Article as one of… Read more “At last some competition!”

The end of a decade has no real meaning other than the meaning we give it and is just an arbitrary measure of time. It is jolly… Read more “Q4 Investment Update – Roaring Twenties?”

Quarter 3 moved sideways, upways, downways and every which way in response to hints of lower UK interest rates, Trump’s continued incompetence in dealing with the Chinese,… Read more “Q3 Investment Update – Calm before the storm?”

I was with a client recently and we drifted onto the subject of investment management fees. These are starting to reduce across the industry as the switch… Read more “Adding value”

The Office for Tax Simplification released a report into inheritance tax earlier this month and it contained some good proposals and raised some interesting talking points for… Read more “Death Tax”

The first six months of 2019 have been extremely positive for investors and the best strategy has continued to be (as with the last decade) to buy… Read more “Q2 Investment Update – When will the music stop?”

This month saw Icarus finally hit the ocean as Neil Woodford closed his Equity Income fund to redemptions, in the process locking his clients’ money (£3.7bn worth)… Read more “Eenie meenie miney reversion for Woodford”

This is one of the biggest questions that we are asked as a company and is one of the most important for every client we look after.… Read more “How much income can I take in retirement?”