17th January 2014

Charity Commission guidelines

Trustees have the overall responsibility for the investment of a charity’s funds, however we are now seeing an increasing trend in trustees choosing to delegate ongoing investment decisions to a third-party. 

16th January 2014

Benefiting from a recovering economy

Since the start of the financial crisis in 2008, markets have been extremely volatile and it has been hard to know how best to invest capital reserves.

10th December 2013

Investment Market Gains Hit by Sterling Strength in November 2013

The US equity market reached a record high in November, the S&P500 rising 3%, although the gain for a sterling investor was pared back to just 1% due to sterling strength.

4th December 2013

Honour for financial planner Matthew Clark

Matthew Clark has just been named a finalist in the national Chartered Financial Planner of the Year Award.

14th November 2013

Investment Experts make the Finals in under 12 months

Matthew Clark has just been awarded finalist in the national Chartered Financial Planner of the Year Award.

11th November 2013

New Milford & Dormor Financial Planning Financial Planners Charity Service

We are very excited to announce the launch of our new financial planning service for charities in the South West.

6th November 2013

Equity Release in the Spotlight to Plug Gap in Retirement Savings

The Equity Release Council (ERC) met with MPs and peers on 5 November to examine the current attitudes of older people towards saving for retirement. 

5th November 2013

Investment Markets Extend Gains in October 2013

The US equity market reached an all-time closing high on 29 October as the US government reached a deal on the debt ceiling.

15th October 2013

Neil Woodford set to leave Invesco Perpetual

In a surprise move, Neil Woodford, one of the UK’s best known fund managers, has announced that he will leave Invesco Perpetual in April 2014.

9th October 2013

Pension Clinic – Get Answers to All Your Pension Queries

The first Pension Clinic will be held from 9am - 12pm on Thursday 31 October at our office.