Investment Note – May 2015

2015 Year to Date Markets overall have shown a strong year to date performance and we have seen this reflected...

Early bird catches the worm…

2015 ISA Investments As the new tax year has started, I wanted to remind you about the ISA allowances you have...

Investment Note 2015

A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment...

Market Update – October 2014

We know that the recent sharp moves down in some markets will be making people nervous and we want to...

Market Update – August 2014

In our August note, we want to give you an insight into how we see the current markets and their...

Increased ISA Limit Now Available!

From today, you are able to take advantage of the increased ISA allowance of £15,000 per person.  For Junior ISA’s...

Keeping you in the loop – Investment Changes

An important part of our ongoing service to clients is our active, in-house investment management. Although you receive a number...

Market Update – May 2014

We highlighted the volatile start to 2014 in our last market update in February and since then the volatility has...

2014 Budget Summary

TIME FOR CHANGE You have no doubt seen the headlines about Wednesday’s budget and many of you will have been...

Market Update – February 2014

I am writing this market note following the one which was issued in December 2013 as we have seen some...