top of page
Updating the Bank of England forward guidance
Interest rates could be higher sooner than expected, after a better than expected fall in the unemployment rate. Did you […]
Julia Docker
Nov 13, 20132 min read
Market numbers: Friday 8th November 2013
The FTSE 100 index of leading UK company shares finished the week at 6,708.42, closing up 11.20 (+0.17%) on the […]
Julia Docker
Nov 8, 20131 min read
Investments and unregulated individuals
If you have an investment portfolio of £500,000 (or less), who would you expect to be your point of contact […]
Julia Docker
Nov 8, 20131 min read
The £24m carbon credits scam
If you’re looking for a quick way to lose your money, investing in carbon credits looks like a good idea. […]
Julia Docker
Nov 6, 20133 min read
The importance of reviews
When you have made an investment decision the temptation is to then try to forget about it. After all it […]
Julia Docker
Nov 4, 20131 min read
Charges, inflation and taxation
There are a number of ‘drags’ on investments and each of them needs due consideration because they will tend to […]
Julia Docker
Nov 2, 20132 min read
Market numbers: Friday 1st November 2013
The FTSE 100 index of leading UK company shares finished the week at 6,734.74, closing up 3.31 (+0.05%) on the […]
Julia Docker
Nov 1, 20131 min read
Setting investment goals and objectives
If I have a bill to pay in one month’s time or one year’s time then the best place for […]
Julia Docker
Oct 31, 20131 min read
Charges, charges, charges
When it comes to investing your money, charges are an important factor to consider. It obviously costs money to invest […]
Julia Docker
Oct 30, 20132 min read
Don’t invest without a process
Investor: “I want to invest some money” Adviser: “What do you want that invested money to do for you?” Investor: […]
Julia Docker
Oct 29, 20131 min read
Market numbers: Friday 25th October 2013
The FTSE 100 index of leading UK company shares finished the week at 6,721.34, closing up 8.16 (+0.12%) on the […]
Julia Docker
Oct 25, 20131 min read
Why we don’t use risk-rated funds
It was interesting to read reports this morning about the Financial Conduct Authority (FCA) cautioning advisers over their use of […]
Julia Docker
Oct 23, 20132 min read
Market numbers: Friday 18th October 2013
The FTSE 100 index of leading UK company shares finished the week at 6,622.58, closing up 46.42 (+0.71%) on the […]
Julia Docker
Oct 18, 20131 min read
Be very careful out there!
As Martin wrote about this morning, the Financial Conduct Authority (FCA) has fined and banned two Surrey based IFAs and […]
Julia Docker
Oct 18, 20131 min read
A more considered opinion on the resignation of Neil Woodford
Eagled-eyed readers might have spotted my comments on the front of the business section in the Daily Telegraph today. On […]
Julia Docker
Oct 16, 20133 min read
Converting to clean funds
Many of our clients hold investment funds on the Ascentric platform. This blog explains the steps Ascentric will be taking […]
Julia Docker
Oct 15, 20132 min read
Eggs, baskets and investment diversification
It’s not Easter for a long time yet but Eggs and Baskets spring to mind when reading today’s article by […]
Julia Docker
Oct 14, 20132 min read
Please stop with the scaremongering
HM Treasury appear to be at it with the scaremongering again. With less than two months to go until the […]
Julia Docker
Oct 14, 20131 min read
Market numbers: Friday 11th October 2013
The FTSE 100 index of leading UK company shares finished the week at 6,487.19, closing up 56.40 (+0.88%) on the […]
Julia Docker
Oct 11, 20131 min read
Market numbers: Friday 4th October 2013
The FTSE 100 index of leading UK company shares finished the week at 6,453.88, closing up 4.84 (+0.08%) on the […]
Julia Docker
Oct 4, 20131 min read
bottom of page