Financial Briefings

Discipline and structure will provide a secure and dependable investment experience so long as you can ignore the 'white noise'!

Posted In: Investment , Economy
Posted By: Paul Bradley

Investing internationally can bring many advantages to a portfolio, but why can there be a difference between the performance figures cited for the same sector/fund when quoted by different sources?

Posted In: Investment , Economy
Posted By: Paul Bradley

GDPR is one of those acronyms you’re probably hearing a lot about at the moment. Like us, you’re no doubt receiving a high number of emails asking if you’re still happy to receive communications

Posted In: Lifestyle
Posted By: Nick Platt

What do bonds bring to to the portfolio?

Posted In: Investment , Economy
Posted By: Paul Bradley

The clocks have sprung forward and we are now in British Summer Time and the month of April showers - let’s hope it’s just rain, not snow. We’re sure you’ll agree the lighter evenings are cert

Posted In: Tax
Posted By: Nick Platt

Enjoying the pleasures of life could cost you more money if you don’t keep a close eye on that very important document; your passport!

Posted In: Lifestyle
Posted By: Nick Platt

We regularly talk to clients about making use of IHT exempt gift allowances; have you used yours this, or last, tax year?

Posted By: Nick Platt

The Government has recently announced that individuals who registered a Lasting Power of Attorney with the Office of the Public Guardian (OPG) between 1 April 2013 and 31 March 2017 can apply for a pa

Posted By: Nick Platt

It’s often said that our role as Financial Planners is to manage client behaviour, not to manage their money.

Posted In: Economy
Posted By: Nick Platt

As it approaches seven years, we take a closer look at the performance of our core investment proposition; Portfoliosense® since first introducing it at the beginning of 2011.

Posted In: Investment
Posted By: Paul Bradley

Whilst there wasn’t too much included on matters affecting Personal Finance in the speech itself, as ever more is outlined within the full Autumn Budget 2017 report. Here is our summary.

Posted By: Paul Bradley

You may recall that it was originally announced in this year’s Spring budget that the Dividend Allowance, having only been introduced last year, will reduce from £5,000 to £2,000 from next year.

Posted In: Tax
Posted By: Nick Platt

There has been much talk in industry and mainstream press about the growth of the Robo Adviser.

Posted In: Lifestyle
Posted By: Nick Platt

Retrospective Reduction in Pension Annual Allowance | Still no news on potential Dividend Allowance Reduction

Posted By: Nick Platt

We have a vacancy for a Financial Planner to join our team

Posted In: Lifestyle
Posted By: Nick Platt

So, was the outcome actually down to skill or luck?

Posted In: Investment , Economy
Posted By: Paul Bradley