adminSarah Dec 17th, 2021

When can we afford to retire?

This is a favourite topic of conversation for many of our clients. Before they speak to us, they have numerous …

When can we afford to retire? Read More

adminSarah Apr 8th, 2021

Child Trust Funds have come of age

Parents of children born between September 2002 and January 2011 were given £250 for each child by the Government (£500 …

Child Trust Funds have come of age Read More

Duncan Mar 7th, 2021

Investing for growth

Why managers not manias should be your focus Back in the 1630s, a single tulip bulb could be worth as …

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adminSarah Feb 9th, 2021

Help for charities, help for you

Covid-19 has hit charities particularly hard. Demand for their services has increased significantly but far less money is coming in …

Help for charities, help for you Read More

Duncan Dec 3rd, 2020

Manager News – December 2020

Invesco Income Growth Trust:  1st December 2020 Invesco will merge the Invesco Income Growth Trust into the Invesco Perpetual Select Trust UK …

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Duncan Nov 16th, 2020

Manager News – Nov 2020

Liontrust: 2ndOctober 2020 Somerset Capital has taken over Liontrust’s Asian Income
adminMurdoch Nov 12th, 2020

Fund manager focus…

Richard Watts, Merian UK Mid Cap. We have invested in Merian UK Mid Cap for nearly two decades, and under …

Fund manager focus… Read More