Wealth management is an important part of the Financial Planning process. A Financial Plan without wealth management is a bit […]

In our monthly investment update for December 2015, we review the investment markets and economy, giving you the key information […]

Our regulator, the Financial Conduct Authority (FCA) has launched a market study into competition in the asset management sector. They […]

Price inflation as measured by the Consumer Prices Index (CPI) has fallen by -0.1% in the year to October. The […]

We are very pleased to announce that our managing director Martin Bamford has become a Chartered Wealth Manager. The Chartered […]

All remains unwell in the Eurozone. The latest figures show the Eurozone economy growing by 0.3% in the third quarter. […]

The FTSE 100 index of leading UK company shares finished October at 6,361.09, rising from 6,061.60 at the start of […]

It’s been a tough few years for income investors. UK companies paying a healthy dividend, historically at the core of […]

Global investment markets have experienced their worst quarter of performance in four years. At the end of September, stock markets […]

At a time of ‘noflation’ in the UK, one item is going down in price. The cost of investing using […]

It was the interest rate decision we were waiting for with baited breath, along with the financial markets. Despite much […]

I was invited by BrightTALK to take part in their Multi-Asset Summit today, presenting a live webinar this morning about […]

Investors are keenly watching the US of A to see if the Federal Reserve will start to hike interest rates […]

The FTSE 100 index of leading UK companies finished August with its worst monthly decline since May 2012, following fears […]

What an exciting start to the week! I’ve been busy overindulging on room service, enjoying a short honeymoon break with […]

Could the stock market help fund your retirement? According to new research from Saga Share Direct, one in three have […]

Today we have witnessed some fairly big economic moves in China. The second largest economy in the world has devalued its […]

The FTSE 100 index of leading UK company shares ended July at 6,696.28, rising by 175.3 points or 2.69% during […]

New research has found that almost half (47%) of IFAs are recommending their clients invest in multi asset investment funds. […]

How confident are you about the likely success of the economic plan presented by Chancellor George Osborne in his recent […]