News

News2019-05-20T17:04:46+00:00

Phil addresses PruFund drop in New Model Adviser article…

New Model Adviser yesterday issued an article, as part of its New Model Adviser top 100 IFA firms revisit, in which it asked Advisers  how their portfolios held up during the crash and which funds delivered or performed badly in February and March . As the scale of the coronavirus pandemic revealed itself to the [...]

May 1st, 2020|

Unexpected events and the effect on Equities…

Unexpected world events which have sudden, material impacts on the financial markets are nothing new. It is important to keep uncertain headlines and volatile moves in perspective by looking back at the equity market’s performance during and after similarly disruptive past events. While at the time it can feel like a crisis is rapidly [...]

April 30th, 2020|

ESG investing – The new normal?…

Needless to say that the events of the last several months have caused large scale disruptions to the lives of everyone and will no doubt fundamentally change our outlook on many issues. Possibly one of the few beneficiaries from the enforcement of global lockdowns across the world could be considered to be the environment. [...]

April 29th, 2020|

Small businesses offered assistance with Bounce Back Loan Scheme…

The Government has announced a new 100% government backed loan scheme for small businesses. This will see businesses being able to borrow between £2,000 and £50,000 and have access to the cash within days.  Loans will be interest free for the first 12 months, and businesses can apply online through a short and simple [...]

April 28th, 2020|

A message from Eddie Ball…

'After nearly 40 years experience of working in Financial Services, visions would appear to be the same today as before. Events during this unprecedented time have created opportunities for planning if you remain positive. The good days will come back. I am here to help you get through this challenging time which has changed [...]

April 24th, 2020|

A message from Ann Baguley…

'My role at the moment is emotional support for clients - its a scary time from a health and emotional perspective and clients are also worried about the dips in the value of their investments. The news doesn't help as they always tell you about the bad news, seldom the good. I tell my [...]

April 24th, 2020|

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