A bad Budget for business?
Welcome to the Budget. I suppose we can say ‘it wasn’t as bad as it could have been’ (as inferred previously that perhaps the snowstorm of released rumours was designed to frighten everyone witless) but there were some very nasty things in there impacting many people.
I (nor independent commentators) don’t think she needed to...
US stocks and the Budget
Hurricane Milton wreaked havoc in Florida but nothing like the worst expected. We trust this namesake won’t be doing the same with markets! Helen was not so impressed it followed right after Hurricane Helene as well. This is a once-in-a-lifetime storm, we were told and as ever, the risk to life the biggest fear...
Oil prices and energy concerns
Good afternoon. Along with Mr Felix Milton, I have just returned from an encouraging and helpful conference with ACFA – I have not been for a few years so it was a good and worthwhile event to recharge batteries.
We were reminded of the value of the advice and service which a good financial adviser...
Who needs financial advice? Can you afford not to?
There was a timely reminder of the invaluable advisory and guidance interactions we have with so many of our clients when two senior investment professionals noted they too have advisers, when many might assume they ‘can’t need them’.
Perhaps we don’t blow our own trumpet enough in reminding clients how valuable our assistance to them...
Interest rates and investment trusts
Then and now: 39 years and counting
Our 39th anniversary as a wealth manager
Well, the years rush past... August marked the Firm’s 39th anniversary. From a lowly beginning to becoming one of the largest independent financial advisory and wealth management firms in the area and now discretionarily managing over £1/4billion, we trust with a reputation to reflect that success for itself, its staff and most importantly for...
Don’t become an ‘advice gap’ statistic and lose out
We’ve talked before of the dubious choice of investors trying to ‘go it alone’ and of the value of sound independent advice across all manner of financial needs.
So it is worrying that the numbers of people who sought financial advice last year dropped to only 9% apparently, a drop of 18% on the year.
Research...
Odd markets, bubbles and opportunity
The markets have been continuing their sideways negativity, with some situations suffering ‘death by a thousand cuts’, as sentiment remains disillusioned. There are a few brighter spots this week, which is good but it’s easier for the marketmakers to mark things in red to try to drum-up trade than give optimism for the near...