Insights



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
Tags: ,

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
Tags: , ,

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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What does the future of investing look like?

Published on 24 May 2021
Categories: Commentary Investments

A year ago I wrote an article for The Guardian, with my thoughts on what future investment opportunities would look like and whether we were ready to start stockpiling cash under the mattress. My thoughts at the time were that despite the FTSE falling to the lowest level since 2008, many investment opportunities existed and […]

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