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Recession-proof your personal finances

Here is a thought-provoking article published recently in The Independent. Gareth Rees, our Chartered Wealth Manager shares his view on the advantages of a globally diversified portfolio. http://www.independent.co.uk/money/spend-save/recession-proof-personal-finances-laid-off-redundancy-lose-job-income-savings-a7814126.html

July Market Commentary

June was a fairly quiet month. Well, apart from the chaotic General Election in the UK. Oh – and the decisive win for Emmanuel Macron in the French parliamentary elections. And the start of the Brexit negotiations. And Italy was forced to bail out two more banks. President Trump pulled out of the Paris climate […]


Introduction This report was written over the weekend of 10th/11th June and revised early on Monday 12th June. As you will appreciate, events are moving very quickly – and continue to do so. For example, on Saturday morning there was pressure to remove Theresa May’s advisers, Nick Timothy and Fiona Hill: by lunchtime, they were gone. […]

Bill to the Bank of Mum and Dad could reach £6.5bn

A recent report has suggested that the ‘Bank of Mum and Dad’ will be lending their children over £6.5 billion this year in order to help them onto the property ladder. The projected figure is around £1.5 billion higher than the £5 billion loaned by parents to their offspring in 2016, demonstrating an increase of […]

June Market Commentary

As we wrote last year, ‘It is tempting to think that Brexit is the only game in town.’ Cross out ‘Brexit’ and replace it with ‘General Election’ and the sentiment holds good. But the rest of the world keeps turning – or in May, grinding to a halt as the WannaCry ransomware attack hit more […]

How to pass on ISAs after you’re gone

ISAs have long been regarded as a simple and effective way of protecting your savings from the taxman, with the increased limit now allowing you to shelter up to £20,000 of your savings a year from being taxed. Whilst this can be a great help in protecting your nest egg during your own life, you’ll […]

Retiring in England? Here are the top destinations

Whilst the impact of Brexit is yet to be known, one thing that may become trickier is relocating to the continent after Britain leaves the EU. It’s a change that will affect those at the end of their working life as well as those near the start, as in the past many have chosen to […]