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Harnessing Technology

Useful word ‘harnessing’.  Means to bring under control. There’s much talk amongst our Adviser colleagues about ‘Robo’ Advice.  This is where the consumer chooses on line from a decision tree the right pension or investment for themselves.  So if it all goes wrong, it’s the Robot’s fault.  Now is it possible to hold a Robot […]

Socially Responsible and Ethical Portfolio

In the past it’s been understood that investing in Ethical funds would result in two things – a smaller selection of investment opportunities and a lower yield. But times have changed.  In February we reported our first tranche of investment monies into Vision, our socially responsible and ethical fund. It has exceeded our expectation and our manager at Walker Crips […]

FCA focus on Fund Charges

If you are an investor and the stock market is climbing, who cares about the cost of managing the money. When a ‘market correction’ takes place – your fund value drops, then charges are an issue The FCA are right to challenge the Fund Management Houses, who claim to actively manage the money. Because when […]

Advice after the Election: Do nothing slowly

Since the Referendum in June 2016 there has been a great deal of uncertainty. If the Election was to provide a clear direction, it’s failed.  Uncertainty has increased. Despite this we and our investment partners are clear. After the Brexit vote we began to de- risk our portfolios. Having done so  we still have seen reasonable growth. Now is not […]

Spring Budget 2017

It was always said that we should think before we speak. To this should now be added ‘pause before you comment’, especially when it comes to the Spring Budget. I’ve received a large number of professional magazines commenting on the changes to National Insurance Contributions for the self employed announced in the Budget.  There’s a […]

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