The value of investments and any income from them can fall and you may get back less than you invested.

Further Thinking

We also take the time to explore certain issues in greater depth - knowledge that enables us to do even more to protect our clients' interests. Read our insight articles on the latest personal finance and investment issues, as well as analysis of the latest macro-economic events by our research team.

Financial Planning

What price an education?

21 . 08 . 2017

Many parents - and increasingly grandparents too - are happy to make financial sacrifices to ensure their children receive the best education as well as a solid preparation for a fulfilling later life

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Financial Planning

Easing the strain of bereavement

07 . 03 . 2017

Eventually there comes a point at which one’s financial planning days come to an end. Then it is over to your surviving family, friends or executors of your estate to tidy up all of your affairs.

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Financial Planning

How much retirement income might £500,000 buy you?

28 . 10 . 2015

For many years pensioners were faced with the prospect of being forced to cash their pension pots in for an annuity income, but the amount of income you can get has been falling rapidly. In 2000......

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Financial Planning

Ten ways to reduce your Capital Gains Tax liability

28 . 05 . 2014

With changes to pension rules reducing the amount we can save for our retirement, it’s more important than ever to make the most of those assets we have managed to acquire Capital Gains Tax (CGT) i......

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With 32 offices across the UK, Channel Islands and Ireland we combine the best of local understanding with national scale and perspective.