Insights



Blue Fox Wealth team strengthens

Published on 3 May 2022
Categories: Commentary
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Blue Fox Wealth strengthen their team with the appointment of Tom Broadribb, in the role of Financial Planning Administrator.  Tom brings experience from several years as a Relationship Consultant at Lloyds Bank and most recently, from work within the private banking sector.  He says, “it will be refreshing to work with a company with a […]

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Foxed by Estate Planning

As a company we like to support local Parish Magazines with regular advertising. Here is our latest Blue Fox Wealth advertisement, in our ‘Foxed by…’ series. Whilst the image may look cute and soft, the message is strong. Estate Planning is a valuable tool to lay out how you would like your estate managed, and […]

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Women in Finance Awards Nomination

Published on 1 March 2022
Categories: Awards Commentary
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Warm congratulations to all the talented women who have been nominated for the 2022 Women in Finance Awards. From the record 2,238 individual nominations received, 767 women have been put forward to the next round… including our own Stephanie Bebbington-Dyke! Now in their fifth year, the awards are designed to celebrate the achievements of women […]

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We are recruiting!

recruitment

Published on 21 February 2022
Categories: Commentary Job Vacancy
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Are you ready to join a successful independent financial planning firm, based on the Somerset/Dorset border? An exciting opportunity has arisen for an IFA Financial Planning Administrator to join our friendly and supportive team. The interesting and varied role can be offered on a full or part time basis, with further support and training provided […]

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Market Review – December 2021

Published on 24 January 2022
Categories: Commentary Investments
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John Husselbee, Head of the Liontrust Multi-Asset Investment Team brings us the December Market Review. Key points from the month: Strong 2021 for equities but should we expect more pauses for breath over the next 12 months? Bank of England pushes through small rate rise as inflation continues to tick upwards, despite Omicron uncertainty Eight […]

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A New Year brings a New Appointment

Published on 10 January 2022
Categories: Commentary
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We are delighted to announce the appointment of Katrina Hart, in a newly created apprenticeship role.  Katrina will be studying towards a level 3 in Business Administration through Yeovil College whilst learning and working within the Blue Fox Wealth office.  Katrina says, “I looked at a number of different apprenticeship opportunities in the area but […]

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Market Review – October 2021

Published on 17 November 2021
Categories: Commentary Investments
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John Husselbee, head of the Liontrust Multi-Asset Team gives us his thoughts for our October Market Review. Key points from the month: Markets able to shrug off September’s correction, with corporate earnings driving fresh records in S&P 500 Marginal UK rate rise and tapering by Federal Reserve expected but we see these as positive early […]

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Market Review – September 2021

Published on 8 November 2021
Categories: Commentary Investments
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John Husselbee, head of the Liontrust Multi-Asset Team, talks us through the key points in our Market Review for September. Key points from the month: – Range of concerns – Delta variant, elevated inflation, supply chain blockages, spiralling raw material prices, and imminent tapering – are denting sentiment – US markets saw 2021’s first 5% correction but it remains […]

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South West Business Forum 2021

Published on 12 October 2021
Categories: Commentary
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We are delighted to sponsor the South West Business Forum 2021 this October. The event brings a wealth of knowledge, expert advice and networking opportunities, all in the beautiful setting of the Dorset Museum in the County town of Dorchester. The seminar is one of three planned under the South West Business Forum banner each […]

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Market Review – August 2021

Published on 22 September 2021
Categories: Commentary Investments
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We welcome commentary from John Husselbee, head of the Liontrust Multi-Asset Team, with a review of the August Market. Global focus shifted to the Middle East during August, with the UK and US withdrawal from Afghanistan and the unexpectedly swift takeover by the Taliban. Putting aside the potential political fallout, Afghanistan has a large population […]

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Market Review – July 2021

Published on 16 August 2021
Categories: Commentary

We welcome commentary from John Husselbee, head of the Liontrust Multi-Asset Team with a review of the July Market. Delta variant fears swirled around markets over a partially sweltering July, with the majority of restrictions in England lifted – at least for now. Of course, this was surrounded with the usual series of gaffes and […]

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Foxed by Pensions?

Pension commencement lump sums, drawdown contracts, annuities, crystallised and uncrystallised schemes, widows benefits, taxable lump sums…all a little daunting. Making the most of your hard earned pension savings can be complicated. Perhaps you are unsure if your investments are on track, the most tax efficient way of funding your retirement or have accumulated multiple pension […]

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7 steps to finding your perfect IFA

Published on 8 June 2021
Categories: Commentary
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It’s no surprise that I am a fan of sound independent financial advice. I have seen the difference it can make to life goals, peace of mind and the bottom line.Your wealth, money, financial aspirations are extremely personal, so appointing a professional you can trust, like and help you achieve the best financial outcome is key…

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Merry Christmas

Published on 23 December 2022
Categories: Commentary
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Owing to the continued Royal Mail strikes we have decided to do Christmas a little differently this year, and instead of sending cards and gifts have made a donation to ‘Magic Breakfast’ an organisation that ensures that hunger is not a barrier to children learning. Our donation will fund 3,571 breakfasts for children. Thank you […]

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