Updates

Read Up On Our News

Our blog articles are updated regularly by our parent company Seabrook Clark Limited.

5th November 2019

Busting pension Lifetime Allowance myths

Pension Awareness Day takes place each year. It is an award-winning campaign and the main aim is to encourage people to save enough to avoid walking […]
4th October 2019

Market Overview & Outlook – Quarter 3 2019

Global markets have continued to perform, with the US S&P500 reapproaching a record high and ending the third quarter with its biggest year-to-date gain since 1997. […]
1st October 2019

ESG Investing

Within the next six years it is estimated the ocean will contain one tonne of plastic for every three tonnes of fish and that by 2050 […]
20th September 2019

The CityWire New Model Adviser Retreat

Milford and Dormor Financial Planning had the honour of attending the CityWire New Model Adviser event held in London last week. Fund Managers and Representatives from […]
5th September 2019

A global economic update with Justin Urquhart-Stewart

On Tuesday 3rd September we were delighted to welcome Justin Urquhart-Stewart from Seven Investment Management (7IM) to give a global economic update at a client seminar […]
3rd September 2019

If it matters to you, it matters to us

Compliance is a very important word at Milford & Dormor Financial Planning. At its most basic level it means that every piece of advice that we […]
6th August 2019

Inheritance Tax Planning

You may have heard that in a recent report, the Office of Tax Simplification recommended that the Government simplifies the rules regarding Inheritance Tax (IHT). Some […]
24th May 2019

The Milford & Dormor Financial Planning team grows again

We are delighted to welcome Ed Pitman and Lesley Ruskin to our team in the Exeter office. Ed is joining us as Business Manager, and Lesley […]
11th April 2019

Market Overview & Outlook – Quarter 1 2019

Global markets have made the best start to a year in almost three decades with a strong recovery after the volatility and downdraft in the winter […]
1st February 2019

2019 Markets Get Off to a Positive Start

After a dismal 2018 when global financial markets posted their worst performance since the dark days of the banking crisis in 2008, 2019 has got off […]