13th November 2015

Investment Trusts

What kind of trends have you seen in the investment trust market presently? In 2015, the majority of investment trust IPOs have been strategies which invest […]
12th November 2015

SIFA News and Views

Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.  
28th September 2015

China’s Troubles

For many years the ease of development of already advanced industrial methods meant high levels of output led growth. Many anticipated this growth path would continue, […]
25th August 2015

The Great Fall of China

Investors have been nervous about the slowdown in China’s economy for some time, however, in the last week, this has become a reality for global markets which have experienced a very sharp sell-off.
27th July 2015

Is Behavioural Investing a Passive Phenomenon?

There are many factors which drive investors to behave irrationally, such as following the crowd and emotional attachment to an investment decision.

10th July 2015

New Discretionary Investment Management Service

We are delighted to announce that the FCA has approved a variation of our regulatory permissions, so from today we are able to offer clients a discretionary investment management service in addition to investment advice on an advisory basis.

8th July 2015

Our Comments on Summer Budget Tax and Pension Announcements

Overall, the Budget confirmed £17b tax and spending savings with a view to putting the economy in surplus by 2019/20.

8th July 2015

Summer Budget 2015

Tax and Pension Key Points

Personal allowance for income tax to rise to £11,000 next year and £12,500 by 2020, so that people working 30 hours a week on the minimum wage do not pay income tax.

7th May 2015

The General Election and its Influence on Markets

There is no doubt that domestic markets are prepared for some sort of coalition as no majority outcome is likely.

18th March 2015

Budget 2015: Pension and Annuity Changes

Pension Freedoms Confirmed

Pension freedom and choice will go ahead as expected on 6 April 2015. The new pension freedoms will allow pensions to be drawn using Flexi-Access Drawdown without any maximum limit each year.