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Updating our asset allocation models
Today we are putting the finishing touches to our updated asset allocation models for the final quarter of 2013. Because […]
Julia Docker
Oct 4, 20132 min read


US shutdown continues
It looks like interesting times across the pond in the US of A. Political failure to reach agreement on a […]
Julia Docker
Oct 3, 20131 min read


Market numbers: Friday 27th September 2013
The FTSE 100 index of leading UK company shares finished the week at 6,512.66, closing down 52.93 (-0.81%) on the […]
Julia Docker
Sep 27, 20131 min read


Changes to Ascentric cash accounts
Many of our clients will have a General Investment Account, Individual Savings Account or Pension Account on the popular wrap […]
Julia Docker
Sep 27, 20132 min read


Are you getting what you pay for?
This is the question that all consumers of retail financial services should be asking. If you are paying for ongoing […]
Julia Docker
Sep 23, 20132 min read


Market numbers: Friday 20th September 2013
The FTSE 100 index of leading UK company shares finished the week at 6,596.43, closing down 28.96 (-0.44%) on the […]
Julia Docker
Sep 20, 20131 min read


Market numbers: Friday 13th September 2013
The FTSE 100 index of leading UK company shares finished the week at 6,583.80, closing down 5.18 (-0.08%) on the […]
Julia Docker
Sep 13, 20131 min read


Naughty AXA Wealth (or Why you should see an IFA)
AXA Wealth has been fined £1.8m by the Financial Conduct Authority (FCA) for failing to ensure it gave suitable investment […]
Julia Docker
Sep 13, 20132 min read


Limiting house price booms
Given the performance of UK house prices over the past five years, a price ‘boom’ is probably the last thing […]
Julia Docker
Sep 13, 20132 min read


Sports Direct, Coca-Cola HBC & Mondi in your pension fund
Three firms are likely to be promoted to the ranks of the UK’s leading share index next week, according to indicative […]
Julia Docker
Sep 12, 20131 min read


Fine Wine Bonds?
Wine lovers of the world rejoice; the first Fine Wine Bond has been launched for UK investors. The Naked Fine […]
Julia Docker
Sep 11, 20132 min read


House price growth acceleration
I type this as I sit in the living room of my girlfriend’s house, as a professional studies each room […]
Julia Docker
Sep 10, 20132 min read


Market numbers: Friday 6th September 2013
The FTSE 100 index of leading UK company shares finished the week at 6,547.33, closing up 14.89 (+0.23%) on the […]
Julia Docker
Sep 6, 20131 min read


You don’t need a Financial Planner (Part 1)
Since the start of 2013 some self-select (sometimes known as execution-only) financial product sites have reported record numbers of people […]
Julia Docker
Sep 5, 20132 min read


Are you still paying trail commission?
Since 31st December 2012, when a financial adviser recommends a new investment product, they are no longer able to receive […]
Julia Docker
Sep 5, 20133 min read


Tracker funds grow slowly in popularity
Index tracker funds are growing slowly in their popularity with UK investors. The latest IMA figures for July 2013 show […]
Julia Docker
Sep 3, 20132 min read


Where are investors investing?
It’s always interesting to see how others are investing. The latest figures from the Investment Management Association (IMA) show net […]
Julia Docker
Sep 2, 20131 min read


Market numbers: Friday 30th August 2013
The FTSE 100 index of leading UK company shares finished the week at 6,412.93, closing down 70.12 (-1.08%) on the […]
Julia Docker
Aug 31, 20131 min read


How do we assess risk?
When making an investment recommendation, it is important that we first establish a suitable level of risk. This is the […]
Julia Docker
Aug 28, 20132 min read


Market numbers: Friday 23rd August 2013
The FTSE 100 index of leading UK company shares finished the week at 6,492.10, closing up 45.23 (+0.70%) on the […]
Julia Docker
Aug 23, 20131 min read
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