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Monthly Investment Update – December 2017
In our latest monthly investment update for December 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Dec 1, 20174 min read
Were you aware of this Budget stealth tax?
With all eyes on the stamp duty exemption for first-time buyers announced in the Budget last week, savers might have […]
Julia Docker
Nov 29, 20172 min read
Losing money with cryptocurrency CFDs
It was good to see the Financial Conduct Authority issue a strong warning about the dangers of using contracts for […]
Julia Docker
Nov 14, 20172 min read
Monthly Investment Update – November 2017
In our latest monthly investment update for November 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Nov 1, 20174 min read
Monthly Investment Update – October 2017
In our latest monthly investment update for October 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Oct 2, 20174 min read


An update from our investment committee
Part of our role as Financial Planners is to recommend the investment portfolios which deliver on the objectives agreed with […]
Julia Docker
Sep 29, 20173 min read
FCA warns on Initial Coin Offerings
The Financial Conduct Authority has issued a warning over the newest digital investing trend, Initial Coin Offerings (ICOs). ICOs are […]
Julia Docker
Sep 12, 20172 min read
Monthly Investment Update – September 2017
In our latest monthly investment update for September 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Sep 1, 20174 min read
Monthly Investment Update – August 2017
In our latest monthly investment update for August 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Aug 1, 20174 min read
Economic outlook downgraded, but not due to Brexit
The International Monetary Fund believes the UK economy will grow more slowly this year than previously predicted, but not due […]
Julia Docker
Jul 24, 20173 min read
Monthly Investment Update – July 2017
In our latest monthly investment update for July 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Jul 3, 20173 min read
How the £7trn asset management industry will change
This morning saw the publication of the Financial Conduct Authority’s long-awaited final findings of its asset management market study. It’s an […]
Julia Docker
Jun 28, 20173 min read
What the election result means for your money
Theresa, Theresa, Theresa. What have you done?! When the results of the exit poll were announced at 10pm last night, […]
Julia Docker
Jun 9, 20174 min read


Monthly Investment Update – May 2017
In our latest monthly investment update for May 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
May 2, 20173 min read


Monthly Investment Update – April 2017
In our latest monthly investment update for April 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Apr 3, 20173 min read


U3A Investments & Money Matters Group
This morning I gave a presentation to the Investments and Money Matters Group at U3A Cranleigh, talking about choosing an […]
Julia Docker
Mar 2, 20172 min read


Monthly Investment Update – March 2017
In our latest monthly investment update for March 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Mar 1, 20173 min read


Monthly Investment Update – February 2017
In our latest monthly investment update for February 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Feb 1, 20173 min read


Monthly Investment Update January 2017
In our latest monthly investment update for January 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Jan 2, 20174 min read


Robo-advice is failing investors
Robo-advice. Possibly the least accurate title the world of financial services has created in recent memory. After all, there are […]
Julia Docker
Dec 20, 20162 min read
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