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.


Ten years after the crisis, what next?

13 . 09 . 2018

It is ten years since the collapse of Lehman Brothers sparked the global financial crisis. The recovery from the turmoil that followed has been slower than many hoped for or anticipated. However, a......

Investment Management

Why use a discretionary fund manager?

03 . 08 . 2018

Financial markets these days are fast-moving: share prices, exchange rates and commodities can all fluctuate dramatically on the smallest piece of news.

Financial Planning

Can you afford to gift your wealth away?

02 . 08 . 2018

Those approaching retirement or already retired may want to share their wealth by gifting to relatives. But it is crucial to work out in advance whether you are likely to need that money in the future

Financial Planning

The importance of financial protection

17 . 07 . 2018

With a range of insurance and protection options available cover your family and give you the financial peace of mind. We explore why there is much to be said for protecting before investing.


Valued by our clients

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