News / Views

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

Click here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

The increase in UK Government spending provoked by the coronavirus pandemic has been unprecedented in peacetime, thereby making tax rises appear inevitable in coming years.

Click here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).
The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
View the recording of our FT Live webinar, filmed on 13 October 2020, on how to plan, allocate and invest in turbulent times, and chaired by Claer Barrett, the Personal Finance Editor of the FT.
Listen to an economic and investment update, recorded on 8 October 2020.

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