Wimbledon's Leading Firm of Chartered Financial Planners

BREXIT TAKES OFF

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Theresa May has formally notified the European Union of Britain’s intention to leave Sunday’s papers could not have been more divided. ‘This week the UK will throw into jeopardy 60 years of unparalleled European peace, security and prosperity’ warned the Observer. While a triumphalist Sunday Express declared, ‘EU laws head for the dustbin from next […]

BUDGET STATEMENT MARCH 2017

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Introduction This time last year Philip Hammond was the Foreign Secretary: then came Brexit, Theresa May as Prime Minister, George Osborne’s opportunity to spend more time with his family – or on the after-dinner speaking circuit – and Mr Hammond’s move into 11 Downing Street. He delivered his first Autumn Statement in November of last […]

Autumn Statement: November 2016

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Introduction The New Chancellor For the last six years, the government’s Budget and Autumn Statement have been synonymous with George Osborne – but as we all now know, the former Chancellor fell victim to Theresa May’s post-Brexit reshuffle. In fact, with his Tatton constituency likely to be impacted under the proposed boundary changes, our former […]

The US election: the one thing we can be sure about is uncertainty

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We are somewhat loathe to put out yet another piece about what might happen in the markets as it risks focusing long-term, sensible investors’ minds on short-term events.  The referendum on Scottish independence, Grexit, China’s slowdown and most recently Brexit, have come and gone, in market terms, with most investors sitting on healthy increases in […]

The fall and decline of buy-to-let?

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‘Short of attacking them with flame-throwers, or impaling them on stakes, it is hard to know what else the Bank and the government can throw at landlords.’      Daily Telegraph,  March 2016 The halcyon days of buy-to-let may well be behind us The British continue their love affair with being buy-to-let landlords.  After all, with […]

So it is ‘leave’

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The UK has woken up this morning to a vote to leave the EU, the Prime Minister is set to leave office in October and the markets are suffering a bout of jitters. We all knew that these were possibilities. To some this is a good day, to others it is not. But we are […]

The impact of a leave vote on your portfolio

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As the referendum to remain in, or leave, the European Union draws near, we thought it would be a useful time to touch base and provide some reassurance that the investment portfolio that we look after for you is well positioned to weather any investment storms ahead. In this brief note, we raise a number […]

Investment decisions based on decades of academic research

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Anyone seeking evidence that investment decisions can be hard often needs to look no further than the front page news. China, oil, VW and Glencore are among the assets that have made the headlines in the past few months after suffering sudden, unexpected and dramatic changes in price. Investors with exposure to those volatile assets […]