top of page


Market numbers: Friday 13th June 2014
FTSE 100: 6,777.85 ↓65.26 ↓0.95% FTSE 250: 15,814.81 ↓311.14 ↓1.93% The FTSE 100 index of leading UK company shares fell to a seven […]
Julia Docker
Jun 13, 20141 min read


Investing fundamentals #7 – Look beyond past performance
In the seventh of a series of blogs about the ten fundamentals of investing, I explain why investors need to […]
Julia Docker
Jun 12, 20142 min read


13% guaranteed returns
We see it as part of our responsibility as a firm to post a warning to our clients when we […]
Julia Docker
Jun 9, 20141 min read


Market numbers: Friday 6th June 2014
FTSE 100: 6,858.21 ↑44.72 ↑0.66% FTSE 250: 16,232.90 ↑237.41 ↑1.48% Solid US jobs data on Friday reassured investors about the state of the […]
Julia Docker
Jun 6, 20141 min read


Investing fundamentals #6 – Consider taxation
In the latest in a series of blogs about the ten fundamentals of investing, I talk about why it is […]
Julia Docker
Jun 5, 20141 min read


Market numbers: Friday 30th May 2014
FTSE 100: 6,844.51 ↓26.78 ↓0.39% FTSE 250: 16,010.25 ↑55.43 ↑0.35% Falling mining stocks dragged down the value of the FTSE 100 on […]
Julia Docker
May 30, 20141 min read
Why I’m not backing Woodford Equity Income
Unless you’ve been living in a cave on Mars for the past few months, you are probably aware that investing […]
Julia Docker
May 29, 20143 min read


Men & women are different when it comes to risk
It was interesting to read an article in the trade press this morning, which featured a comment from my Informed […]
Julia Docker
May 29, 20142 min read


Investing fundamentals #5 – Review regularly
In the fifth in a series of blogs about the ten fundamentals of investing, I look at why investors should […]
Julia Docker
May 29, 20142 min read


Market numbers: Friday 23rd May 2014
FTSE 100: 6,815.75 ↓4.81 ↓0.07% FTSE 250: 15,706.03 ↑30.94 ↑0.20% Investors were trading cautiously on Friday, awaiting results for the European elections after anti-EU party […]
Julia Docker
May 23, 20141 min read


Why don’t you just frack off!
Are you sitting on top of billions of barrels of oil? A new report due to be published today is […]
Julia Docker
May 23, 20142 min read


Investing fundamentals #4 – Don’t try to time the markets
In the fourth in a series of weekly blogs about the ten fundamentals of investing, I explain why investors should […]
Julia Docker
May 22, 20142 min read


UK inflation rate rises to 1.8%
The Consumer Prices Index (CPI) measure of price inflation has risen to 1.8% for the twelve months to April 2014. […]
Julia Docker
May 20, 20141 min read


We need to talk about SIPPs
The Financial Ombudsman Service (FOS) has reported a near 50% increase in the number of complaints that they have received […]
Julia Docker
May 19, 20141 min read


Market numbers: Friday 16th May 2014
FTSE 100: 6,855.81 ↑14.92 ↑0.22% FTSE 250: 15,397.92 ↓218.62 ↓1.40% After reaching its 14 year high in the previous trading session, the FTSE 100 index […]
Julia Docker
May 16, 20141 min read


Investing fundamentals #3 – Focus on asset allocation
In the latest in a series of blogs about the ten fundamentals of investing, I talk about the importance of […]
Julia Docker
May 15, 20141 min read


It’s not about the investment returns
Courting just a little bit of controversy in the trade press today, Nick has been quoted by Professional Adviser in […]
Julia Docker
May 14, 20142 min read


Market numbers: Friday 9th May 2014
FTSE 100: 6,814.57 ↓24.68 ↓0.36% FTSE 250: 15,885.21 ↓ 83.30 ↓ 0.52% Leading UK company shares slipped off a 10 week high on Friday, its highest since […]
Julia Docker
May 9, 20141 min read


Do you make this investment mistake?
When it comes to investing, there are plenty of mistakes you can make. A new report from Asset Risk Consultants, […]
Julia Docker
May 9, 20142 min read


Investing fundamentals #2 – Understand risk
In the second of a series of blogs about the ten fundamentals of investing, I describe the importance of understanding […]
Julia Docker
May 8, 20142 min read
bottom of page
