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Articles, interviews & expert comment

Brexit Drama: what it means for your money

Sarah Coles | 23 November 2018

We take a look at what Brexit means for your finances, and what you can do to minimise any impact. Read article.

Sarah Coles

23 November 2018 | 5 min read



Brexit Drama: what it means for your money

Sarah Coles | 23 November 2018

We take a look at what Brexit means for your finances, and what you can do to minimise any impact. Read article: Brexit Drama: what it means for your money.

Sarah Coles

23 November 2018 | 5 min read


JPMorgan Elect - a mix of trusts with mixed results

Jonathon Curtis | 20 November 2018

Jonathon Curtis, Investment Analyst, reports on JPMorgan Elect’s annual results for the year ending 31 August 2018. Read article: JPMorgan Elect - a mix of trusts with mixed results.

Jonathon Curtis

20 November 2018 | 5 min read


Our monthly research roundup – the bear bites back?

Kate Marshall | 16 November 2018

Kate Marshall, Senior Investment Analyst, looks at what our investment team got up to in October. Read article: Our monthly research roundup – the bear bites back?.

Kate Marshall

16 November 2018 | 4 min read


Financial planning for the modern day family

14 November 2018

We explain how our experts can help you make and implement a financial plan that’s right for your family. Read article: Financial planning for the modern day family.

14 November 2018


Are you caught in the savings gap?

Joel Lewis | 14 November 2018

Failing to shop around could cost savers hundreds in lost interest each year. Read article: Are you caught in the savings gap?.

Joel Lewis

14 November 2018 | 3 min read


What's next with Brexit?

Nadeem Umar | 15 November 2018

What the latest Brexit development means for savers and investors. Read article: What's next with Brexit?.

Nadeem Umar

15 November 2018 | 2 min read


Most popular ISA funds in October

Jonathon Curtis | 13 November 2018

We look at the most popular funds bought by our clients in October. Read article: Most popular ISA funds in October.

Jonathon Curtis

13 November 2018 | 5 min read


Not having a plan

Bruce Pearce | 12 November 2018

If you fail to plan, you're planning to fail. Read article: Not having a plan.

Bruce Pearce

12 November 2018


City of London Investment Trust - a dividend hero

Jonathon Curtis | 15 November 2018

Jonathon Curtis, Investment Analyst, reports on City of London Investment Trust’s annual results for the year ending 30 June 2018. Read article: City of London Investment Trust - a dividend hero.

Jonathon Curtis

15 November 2018 | 4 min read


Stock market dividends hit record high

Nicholas Hyett | 9 November 2018

When markets wobble, dividends are key. We explain why. Read article: Stock market dividends hit record high.

Nicholas Hyett

9 November 2018


How an ISA could help fund your retirement

Henry Irving | 8 November 2018

Using an ISA to help fund your retirement might not seem an obvious choice, but it could be more useful than you think. Read article: How an ISA could help fund your retirement.

Henry Irving

8 November 2018


7 costly mistakes people make when choosing a financial adviser

Bruce Pearce | 7 November 2018

We look at some common pitfalls when choosing an adviser and explain how our unique approach can help avoid them. Read article: 7 costly mistakes people make when choosing a financial adviser.

Bruce Pearce

7 November 2018


Investments and politics. Take note or tune out?

Jonathon Curtis | 7 November 2018

Should your investment decisions be influenced by politics and economics? Read article: Investments and politics. Take note or tune out?.

Jonathon Curtis

7 November 2018 | 4 min read


Pension contributions that work for business owners

Nadeem Umar | 6 November 2018

Find out more about contribution limits, tax relief and how to get started. Read article: Pension contributions that work for business owners.

Nadeem Umar

6 November 2018 | 4 min read


BlackRock Greater Europe - good stock selection boosts performance

Kate Marshall | 12 November 2018

Kate Marshall, Senior Investment Analyst, reports on BlackRock Greater Europe Investment Trust’s annual results for the year to 31 August 2018. Read article: BlackRock Greater Europe - good stock selection boosts performance.

Kate Marshall

12 November 2018 | 3 min read


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