Recent Articles

A note on the LF Woodford Equity Income Fund

You may have read about the suspension of the LF Woodford Equity Income Fund. Since the announcement, we have had a one-to-one meeting with Neil Woodford to understand the reasons…

July Market Commentary

Many of you will know the old stock market adage: ‘Sell in May and go away, and come on back on St. Leger’s Day.’  The theory…

Financial Wellbeing

How is your financial wellbeing? Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around…

Gifting rules and inheritance tax, what you might not know

Following an in depth study conducted by the National Centre for Social Research (NCSR) and the Institute for Fiscal Studies (IFS), it has been discovered that only one in four…

June Market Commentary

May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of…

Balancing your savings for your child’s future

There is a whole range of financial demands being placed on our children today. Education, housing, transport, the sums involved can often seem daunting at first. However, if…