Read Up On Our News

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

14th January 2014

Our Investment Commentary for Q4 2013 (1 October – 31 December 2013)

The fourth quarter rounded 2013 off on a high, with many global equity markets posting impressive double-digit gains for the full year.

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. 

4th October 2013

Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual)

We are delighted to announce that Matthew Clark has been named as one of three finalists for the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual).