Manager changes at Newton Investment Management

December 15th, 2015, by Georgina Ogilvie-Jones

We learned this week that James Harries will be leaving Newton Investment Management to join Troy Asset Management. He is the manager of the Newton Global Income fund and the deputy manager of Newton Real Return. We have substantial holdings… Read More…

Advising the entrepreneur/business owner

December 9th, 2015, by Stephen Jordan

A large number of the clients that we advise are entrepreneurs and business owners.  Their companies are in various sectors, of various size and at different places in their growth cycles;  from earlier stage businesses that are beginning to make… Read More…

Pensions – A Changing Landscape

December 4th, 2015, by Stephen Hughes

From April 2016, the amount that high earners can pay into pensions will decrease. We briefly look at what is changing and some points to consider for those subject to the new restrictions. At present, the annual allowance for pensions… Read More…

Bethany’s November Update

December 2nd, 2015, by Phil

Time seems to have gone by very quickly since my last report. For skiers November and December are a busy part of the season and our plans are always changing due to snow conditions. Originally our plan was to spend… Read More…

Economic Commentary – November 2015

December 2nd, 2015, by Georgina Ogilvie-Jones

Equity markets have made little headway in 2015, the FTSE 100 is now at 6,356, having started the year at 6,566 and the April peak over 7,000 proved short-lived. US equity markets are showing more impressive gains in Sterling, but… Read More…